WRM
Weybosset Research & Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
760
-9
| -1% | -$3.2K | 0.09% | 33 |
|
|
2025
Q1 | $270K | Sell |
769
-300
| -28% | -$105K | 0.09% | 32 |
|
|
2024
Q4 | $338K | Sell |
1,069
-113
| -10% | -$35.7K | 0.12% | 34 |
|
|
2024
Q3 | $325K | Sell |
1,182
-108
| -8% | -$29.7K | 0.11% | 34 |
|
|
2024
Q2 | $339K | Sell |
1,290
-45
| -3% | -$11.8K | 0.13% | 31 |
|
|
2024
Q1 | $7.78K | Sell |
1,335
-155
| -10% | -$903 | 2.7% | 18 |
|
|
2023
Q4 | $388K | Hold |
1,490
| – | – | 0.14% | 32 |
|
|
2023
Q3 | $343K | Hold |
1,490
| – | – | 0.14% | 30 |
|
|
2023
Q2 | $354K | Sell |
1,490
-65
| -4% | -$15.4K | 0.13% | 31 |
|
|
2023
Q1 | $351K | Sell |
1,555
-50
| -3% | -$11.3K | 0.13% | 36 |
|
|
2022
Q4 | $333K | Hold |
1,605
| – | – | 0.13% | 37 |
|
|
2022
Q3 | $285K | Buy |
1,605
+250
| +18% | +$44.4K | 0.13% | 39 |
|
|
2022
Q2 | $267K | Buy |
+1,355
| New | +$267K | 0.13% | 35 |
|
|
2021
Q4 | $373K | Hold |
1,719
| – | – | 0.14% | 40 |
|
|
2021
Q3 | $383K | Sell |
1,719
-24
| -1% | -$5.35K | 0.16% | 34 |
|
|
2021
Q2 | $408K | Hold |
1,743
| – | – | 0.17% | 31 |
|
|
2021
Q1 | $369K | Sell |
1,743
-96
| -5% | -$20.3K | 0.15% | 37 |
|
|
2020
Q4 | $402K | Sell |
1,839
-504
| -22% | -$110K | 0.18% | 30 |
|
|
2020
Q3 | $469K | Sell |
2,343
-800
| -25% | -$160K | 0.26% | 29 |
|
|
2020
Q2 | $607K | Sell |
3,143
-200
| -6% | -$38.6K | 0.36% | 28 |
|
|
2020
Q1 | $519K | Hold |
3,343
| – | – | 0.37% | 28 |
|
|
2019
Q4 | $628K | Buy |
3,343
+600
| +22% | +$113K | 0.33% | 29 |
|
|
2019
Q3 | $472K | Hold |
2,743
| – | – | 0.27% | 35 |
|
|
2019
Q2 | $476K | Sell |
2,743
-100
| -4% | -$17.4K | 0.28% | 34 |
|
|
2019
Q1 | $444K | Hold |
2,843
| – | – | 0.26% | 38 |
|
|
2018
Q4 | $375K | Buy |
2,843
+100
| +4% | +$13.2K | 0.26% | 40 |
|
|
2018
Q3 | $412K | Hold |
2,743
| – | – | 0.24% | 40 |
|
|
2018
Q2 | $363K | Hold |
2,743
| – | – | 0.22% | 42 |
|
|
2018
Q1 | $328K | Hold |
2,743
| – | – | 0.2% | 45 |
|
|
2017
Q4 | $313K | Buy |
2,743
+18
| +0.7% | +$2.05K | 0.19% | 47 |
|
|
2017
Q3 | $287K | Sell |
2,725
-300
| -10% | -$31.6K | 0.19% | 48 |
|
|
2017
Q2 | $284K | Buy |
3,025
+140
| +5% | +$13.1K | 0.18% | 50 |
|
|
2017
Q1 | $256K | Buy |
2,885
+30
| +1% | +$2.66K | 0.17% | 51 |
|
|
2016
Q4 | $223K | Sell |
2,855
-275
| -9% | -$21.5K | 0.16% | 53 |
|
|
2016
Q3 | $259K | Hold |
3,130
| – | – | 0.19% | 49 |
|
|
2016
Q2 | $232K | Buy |
3,130
+25
| +0.8% | +$1.85K | 0.18% | 50 |
|
|
2016
Q1 | $237K | Buy |
+3,105
| New | +$237K | 0.2% | 48 |
|