Summit Global Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
1,334
+671
| +101% | +$238K | 0.03% | 314 |
|
|
2025
Q1 | $232K | Buy |
+663
| New | +$232K | 0.02% | 394 |
|
|
2019
Q3 | – | Sell |
-4,379
| Closed | -$760K | – | 298 |
|
|
2019
Q2 | $760K | Buy |
4,379
+30
| +0.7% | +$5.21K | 0.1% | 157 |
|
|
2019
Q1 | $679K | Sell |
4,349
-1,658
| -28% | -$259K | 0.09% | 190 |
|
|
2018
Q4 | $793K | Sell |
6,007
-431
| -7% | -$56.9K | 0.12% | 117 |
|
|
2018
Q3 | $966K | Buy |
6,438
+426
| +7% | +$63.9K | 0.13% | 115 |
|
|
2018
Q2 | $785K | Sell |
6,012
-316
| -5% | -$41.3K | 0.12% | 116 |
|
|
2018
Q1 | $757K | Sell |
6,328
-1,142
| -15% | -$137K | 0.12% | 95 |
|
|
2017
Q4 | $852K | Hold |
7,470
| – | – | 0.13% | 98 |
|
|
2017
Q3 | $786K | Buy |
7,470
+820
| +12% | +$86.3K | 0.12% | 107 |
|
|
2017
Q2 | $624K | Buy |
6,650
+670
| +11% | +$62.9K | 0.19% | 102 |
|
|
2017
Q1 | $531K | Buy |
+5,980
| New | +$531K | 0.17% | 104 |
|