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Systematic Financial Management’s Visa V Stock Holding History

Systematic Financial Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.95M Hold
8,300
– – 0.08% 167
2025
Q1 		$2.91M Hold
8,300
– – 0.08% 167
2024
Q4 		$2.62M Hold
8,300
– – 0.07% 171
2024
Q3 		$2.28M Hold
8,300
– – 0.06% 177
2024
Q2 		$2.18M Hold
8,300
– – 0.07% 177
2024
Q1 		$2.32M Hold
8,300
– – 0.06% 178
2023
Q4 		$2.16M Hold
8,300
– – 0.06% 166
2023
Q3 		$1.91M Hold
8,300
– – 0.06% 165
2023
Q2 		$1.97M Hold
8,300
– – 0.06% 164
2023
Q1 		$1.87M Hold
8,300
– – 0.06% 161
2022
Q4 		$1.72M Hold
8,300
– – 0.06% 167
2022
Q3 		$1.47M Hold
8,300
– – 0.05% 160
2022
Q2 		$1.63M Hold
8,300
– – 0.06% 162
2022
Q1 		$1.84M Hold
8,300
– – 0.06% 157
2021
Q4 		$1.8M Hold
8,300
– – 0.05% 152
2021
Q3 		$1.85M Hold
8,300
– – 0.06% 152
2021
Q2 		$1.94M Hold
8,300
– – 0.06% 155
2021
Q1 		$1.76M Hold
8,300
– – 0.06% 154
2020
Q4 		$1.82M Hold
8,300
– – 0.08% 156
2020
Q3 		$1.66M Hold
8,300
– – 0.09% 156
2020
Q2 		$1.6M Hold
8,300
– – 0.08% 153
2020
Q1 		$1.34M Sell
8,300
-2,000
-19% -$322K 0.08% 146
2019
Q4 		$1.94M Hold
10,300
– – 0.08% 146
2019
Q3 		$1.77M Hold
10,300
– – 0.08% 147
2019
Q2 		$1.79M Hold
10,300
– – 0.07% 202
2019
Q1 		$1.61M Hold
10,300
– – 0.06% 259
2018
Q4 		$1.36M Hold
10,300
– – 0.04% 270
2018
Q3 		$1.55M Hold
10,300
– – 0.04% 320
2018
Q2 		$1.36M Hold
10,300
– – 0.03% 434
2018
Q1 		$1.23M Hold
10,300
– – 0.03% 506
2017
Q4 		$1.17M Hold
10,300
– – 0.02% 516
2017
Q3 		$1.08M Hold
10,300
– – 0.02% 540
2017
Q2 		$966K Hold
10,300
– – 0.02% 593
2017
Q1 		$915K Hold
10,300
– – 0.02% 593
2016
Q4 		$804K Hold
10,300
– – 0.01% 582
2016
Q3 		$852K Hold
10,300
– – 0.01% 553
2016
Q2 		$763K Hold
10,300
– – 0.01% 546
2016
Q1 		$787K Sell
10,300
-3,300
-24% -$252K 0.01% 531
2015
Q4 		$1.05M Hold
13,600
– – 0.01% 551
2015
Q3 		$947K Hold
13,600
– – 0.01% 585
2015
Q2 		$913K Hold
13,600
– – 0.01% 621
2015
Q1 		$889K Buy
13,600
+10,200
+300% +$667K 0.01% 612
2014
Q4 		$891K Hold
3,400
– – 0.01% 608
2014
Q3 		$725K Hold
3,400
– – 0.01% 629
2014
Q2 		$716K Hold
3,400
– – ﹤0.01% 640
2014
Q1 		$733K Hold
3,400
– – 0.01% 637
2013
Q4 		$757K Hold
3,400
– – 0.01% 601
2013
Q3 		$649K Hold
3,400
– – 0.01% 602
2013
Q2 		$621K Buy
+3,400
New +$621K 0.01% 590