SAM
Stenahm Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Hold |
11,900
| – | – | 1.84% | 18 |
|
|
2025
Q1 | $4.17M | Buy |
+11,900
| New | +$4.17M | 1.7% | 17 |
|
|
2021
Q4 | $6.5M | Sell |
30,000
-17,000
| -36% | -$3.68M | 4.25% | 14 |
|
|
2021
Q3 | $10.5M | Buy |
47,000
+7,500
| +19% | +$1.67M | 6.82% | 3 |
|
|
2021
Q2 | $9.24M | Buy |
39,500
+13,000
| +49% | +$3.04M | 5.66% | 3 |
|
|
2021
Q1 | $5.61M | Sell |
26,500
-16,500
| -38% | -$3.49M | 3.96% | 12 |
|
|
2020
Q4 | $9.41M | Buy |
+43,000
| New | +$9.41M | 7.91% | 4 |
|