SIM
Studio Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
1,819
-44
| -2% | -$15.6K | 0.13% | 106 |
|
|
2025
Q1 | $653K | Sell |
1,863
-93
| -5% | -$32.6K | 0.14% | 101 |
|
|
2024
Q4 | $618K | Sell |
1,956
-6
| -0.3% | -$1.9K | 0.13% | 100 |
|
|
2024
Q3 | $539K | Buy |
1,962
+68
| +4% | +$18.7K | 0.11% | 107 |
|
|
2024
Q2 | $497K | Buy |
1,894
+28
| +2% | +$7.35K | 0.11% | 102 |
|
|
2024
Q1 | $521K | Buy |
1,866
+99
| +6% | +$27.6K | 0.12% | 101 |
|
|
2023
Q4 | $460K | Sell |
1,767
-261
| -13% | -$68K | 0.12% | 98 |
|
|
2023
Q3 | $466K | Sell |
2,028
-209
| -9% | -$48.1K | 0.13% | 89 |
|
|
2023
Q2 | $531K | Buy |
2,237
+308
| +16% | +$73.1K | 0.15% | 75 |
|
|
2023
Q1 | $435K | Buy |
1,929
+15
| +0.8% | +$3.38K | 0.13% | 83 |
|
|
2022
Q4 | $398K | Buy |
1,914
+81
| +4% | +$16.8K | 0.13% | 89 |
|
|
2022
Q3 | $326K | Buy |
1,833
+37
| +2% | +$6.57K | 0.12% | 101 |
|
|
2022
Q2 | $354K | Buy |
+1,796
| New | +$354K | 0.12% | 96 |
|