Systematic Financial Management’s Visa V Stock Holding History

Systematic Financial Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.95M	Hold
2025 Q1	$2.91M	Hold
2024 Q4	$2.62M	Hold
2024 Q3	$2.28M	Hold
2024 Q2	$2.18M	Hold
2024 Q1	$2.32M	Hold
2023 Q4	$2.16M	Hold
2023 Q3	$1.91M	Hold
2023 Q2	$1.97M	Hold
2023 Q1	$1.87M	Hold
2022 Q4	$1.72M	Hold
2022 Q3	$1.47M	Hold
2022 Q2	$1.63M	Hold
2022 Q1	$1.84M	Hold
2021 Q4	$1.8M	Hold
2021 Q3	$1.85M	Hold
2021 Q2	$1.94M	Hold
2021 Q1	$1.76M	Hold
2020 Q4	$1.81M	Hold
2020 Q3	$1.66M	Hold
2020 Q2	$1.6M	Hold
2020 Q1	$1.34M	Sell
2019 Q4	$1.94M	Hold
2019 Q3	$1.77M	Hold
2019 Q2	$1.79M	Hold
2019 Q1	$1.61M	Hold
2018 Q4	$1.36M	Hold
2018 Q3	$1.55M	Hold
2018 Q2	$1.36M	Hold
2018 Q1	$1.23M	Hold
2017 Q4	$1.17M	Hold
2017 Q3	$1.08M	Hold
2017 Q2	$966K	Hold
2017 Q1	$915K	Hold
2016 Q4	$804K	Hold
2016 Q3	$852K	Hold
2016 Q2	$763K	Hold
2016 Q1	$787K	Sell
2015 Q4	$1.05M	Hold
2015 Q3	$947K	Hold
2015 Q2	$913K	Hold
2015 Q1	$889K	Hold
2014 Q4	$891K	Hold
2014 Q3	$725K	Hold
2014 Q2	$716K	Hold
2014 Q1	$733K	Hold
2013 Q4	$757K	Hold
2013 Q3	$649K	Hold
2013 Q2	$621K	Buy