Total 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 | $315K | Buy |
886
+47
| +6% | +$16.7K | 0.05% | 49 |
|
|
2025
Q1 | $294K | Sell |
839
-4
| -0.5% | -$1.4K | 0.04% | 53 |
|
|
2024
Q4 | $266K | Buy |
+843
| New | +$266K | 0.04% | 60 |
|
|
2024
Q3 | – | Sell |
-794
| Closed | -$208K | – | 77 |
|
|
2024
Q2 | $208K | Buy |
794
+62
| +8% | +$16.3K | 0.03% | 61 |
|
|
2024
Q1 | $204K | Sell |
732
-69
| -9% | -$19.3K | 0.03% | 69 |
|
|
2023
Q4 | $208K | Buy |
+801
| New | +$208K | 0.03% | 66 |
|