Sustainable Insight Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
619
-739
| -54% | -$262K | 0.1% | 59 |
|
|
2025
Q1 | $476K | Buy |
1,358
+400
| +42% | +$140K | 0.24% | 50 |
|
|
2024
Q4 | $303K | Sell |
958
-300
| -24% | -$94.8K | 0.13% | 65 |
|
|
2024
Q3 | $346K | Sell |
1,258
-100
| -7% | -$27.5K | 0.16% | 59 |
|
|
2024
Q2 | $356K | Buy |
1,358
+100
| +8% | +$26.2K | 0.18% | 50 |
|
|
2024
Q1 | $351K | Sell |
1,258
-100
| -7% | -$27.9K | 0.25% | 48 |
|
|
2023
Q4 | $354K | Sell |
1,358
-200
| -13% | -$52.1K | 0.29% | 41 |
|
|
2023
Q3 | $358K | Hold |
1,558
| – | – | 0.35% | 40 |
|
|
2023
Q2 | $370K | Sell |
1,558
-1,839
| -54% | -$437K | 0.34% | 39 |
|
|
2023
Q1 | $766K | Sell |
3,397
-471
| -12% | -$106K | 0.77% | 36 |
|
|
2022
Q4 | $804K | Buy |
3,868
+946
| +32% | +$197K | 0.91% | 37 |
|
|
2022
Q3 | $519K | Sell |
2,922
-468
| -14% | -$83.1K | 0.61% | 41 |
|
|
2022
Q2 | $725K | Buy |
3,390
+293
| +9% | +$62.7K | 0.72% | 38 |
|
|
2022
Q1 | $687K | Buy |
3,097
+75
| +2% | +$16.6K | 0.49% | 36 |
|
|
2021
Q4 | $655K | Sell |
3,022
-795
| -21% | -$172K | 0.35% | 40 |
|
|
2021
Q3 | $850K | Buy |
3,817
+259
| +7% | +$57.7K | 0.55% | 37 |
|
|
2021
Q2 | $832K | Sell |
3,558
-217
| -6% | -$50.7K | 0.49% | 40 |
|
|
2021
Q1 | $799K | Sell |
3,775
-321
| -8% | -$67.9K | 0.53% | 43 |
|
|
2020
Q4 | $896K | Buy |
+4,096
| New | +$896K | 0.61% | 30 |
|
|
2019
Q2 | – | Sell |
-1,900
| Closed | -$297K | – | 92 |
|
|
2019
Q1 | $297K | Sell |
1,900
-27,500
| -94% | -$4.3M | 0.38% | 62 |
|
|
2018
Q4 | $3.88M | Sell |
29,400
-6,100
| -17% | -$805K | 5.04% | 6 |
|
|
2018
Q3 | $5.33M | Sell |
35,500
-22,300
| -39% | -$3.35M | 3.48% | 12 |
|
|
2018
Q2 | $7.66M | Buy |
57,800
+54,900
| +1,893% | +$7.27M | 2.92% | 17 |
|
|
2018
Q1 | $347K | Hold |
2,900
| – | – | 0.14% | 61 |
|
|
2017
Q4 | $331K | Buy |
+2,900
| New | +$331K | 0.13% | 45 |
|
|
2017
Q3 | – | Sell |
-101,400
| Closed | -$9.51M | – | 49 |
|
|
2017
Q2 | $9.51M | Sell |
101,400
-82,600
| -45% | -$7.75M | 4.46% | 11 |
|
|
2017
Q1 | $16.4M | Sell |
184,000
-2,500
| -1% | -$222K | 8.1% | 1 |
|
|
2016
Q4 | $14.5M | Buy |
+186,500
| New | +$14.5M | 7.49% | 3 |
|