Tevis Investment 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 | $1.35M | Sell |
3,789
-265
| -7% | -$94.1K | 0.86% | 36 |
|
|
2025
Q1 | $1.28M | Hold |
4,054
| – | – | 0.95% | 35 |
|
|
2024
Q4 | $1.28M | Sell |
4,054
-4
| -0.1% | -$1.26K | 0.95% | 35 |
|
|
2024
Q3 | $1.12M | Buy |
4,058
+13
| +0.3% | +$3.57K | 0.83% | 44 |
|
|
2024
Q2 | $1.06M | Sell |
4,045
-1
| -0% | -$262 | 0.85% | 43 |
|
|
2024
Q1 | $1.13M | Sell |
4,046
-14
| -0.3% | -$3.91K | 0.96% | 37 |
|
|
2023
Q4 | $1.06M | Buy |
4,060
+3
| +0.1% | +$781 | 0.97% | 39 |
|
|
2023
Q3 | $933K | Buy |
4,057
+14
| +0.3% | +$3.22K | 0.95% | 41 |
|
|
2023
Q2 | $960K | Buy |
4,043
+117
| +3% | +$27.8K | 0.94% | 39 |
|
|
2023
Q1 | $885K | Buy |
3,926
+15
| +0.4% | +$3.38K | 0.9% | 41 |
|
|
2022
Q4 | $813K | Buy |
3,911
+16
| +0.4% | +$3.32K | 0.87% | 43 |
|
|
2022
Q3 | $692K | Buy |
3,895
+125
| +3% | +$22.2K | 0.67% | 49 |
|
|
2022
Q2 | $745K | Buy |
3,770
+157
| +4% | +$31K | 0.71% | 46 |
|
|
2022
Q1 | $802K | Buy |
3,613
+10
| +0.3% | +$2.22K | 0.73% | 43 |
|
|
2021
Q4 | $783K | Buy |
+3,603
| New | +$783K | 0.68% | 41 |
|