WGAM
Wilkinson Global Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.2M | Sell |
158,274
-5,815
| -4% | -$2.06M | 3.53% | 14 |
|
|
2025
Q1 | $57.5M | Buy |
164,089
+695
| +0.4% | +$244K | 3.6% | 12 |
|
|
2024
Q4 | $51.6M | Buy |
163,394
+173
| +0.1% | +$54.7K | 3.17% | 15 |
|
|
2024
Q3 | $44.9M | Sell |
163,221
-3,742
| -2% | -$1.03M | 2.7% | 17 |
|
|
2024
Q2 | $43.8M | Sell |
166,963
-5,779
| -3% | -$1.52M | 2.74% | 17 |
|
|
2024
Q1 | $48.2M | Buy |
172,742
+68
| +0% | +$19K | 3.03% | 15 |
|
|
2023
Q4 | $45M | Sell |
172,674
-3,458
| -2% | -$900K | 3.1% | 13 |
|
|
2023
Q3 | $40.5M | Buy |
176,132
+116
| +0.1% | +$26.7K | 3.1% | 13 |
|
|
2023
Q2 | $41.8M | Sell |
176,016
-813
| -0.5% | -$193K | 3.18% | 14 |
|
|
2023
Q1 | $39.9M | Sell |
176,829
-440
| -0.2% | -$99.2K | 3.15% | 13 |
|
|
2022
Q4 | $36.8M | Sell |
177,269
-1,921
| -1% | -$399K | 3.06% | 14 |
|
|
2022
Q3 | $31.8M | Sell |
179,190
-3,630
| -2% | -$645K | 2.87% | 13 |
|
|
2022
Q2 | $36M | Sell |
182,820
-6,690
| -4% | -$1.32M | 3.07% | 13 |
|
|
2022
Q1 | $42M | Sell |
189,510
-4,143
| -2% | -$919K | 2.71% | 14 |
|
|
2021
Q4 | $42M | Sell |
193,653
-2,420
| -1% | -$524K | 2.33% | 17 |
|
|
2021
Q3 | $43.7M | Sell |
196,073
-3,844
| -2% | -$856K | 2.66% | 15 |
|
|
2021
Q2 | $46.7M | Sell |
199,917
-4,076
| -2% | -$953K | 2.76% | 12 |
|
|
2021
Q1 | $43.2M | Buy |
+203,993
| New | +$43.2M | 2.73% | 14 |
|