WAM
Wilson Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
70,074
-3,228
| -4% | -$1.15M | 6.12% | 3 |
|
|
2025
Q1 | $25.7M | Sell |
73,302
-5,386
| -7% | -$1.89M | 6.87% | 1 |
|
|
2024
Q4 | $24.9M | Sell |
78,688
-5,605
| -7% | -$1.77M | 6.45% | 1 |
|
|
2024
Q3 | $23.2M | Hold |
84,293
| – | – | 5.62% | 5 |
|
|
2024
Q2 | $22.1M | Hold |
84,293
| – | – | 5.8% | 5 |
|
|
2024
Q1 | $23.5M | Sell |
84,293
-17,997
| -18% | -$5.02M | 6.07% | 4 |
|
|
2023
Q4 | $26.6M | Sell |
102,290
-3,864
| -4% | -$1.01M | 7.43% | 3 |
|
|
2023
Q3 | $24.6M | Sell |
106,154
-4,223
| -4% | -$978K | 7.06% | 3 |
|
|
2023
Q2 | $26.2M | Sell |
110,377
-7,652
| -6% | -$1.82M | 7.15% | 2 |
|
|
2023
Q1 | $26.6M | Hold |
118,029
| – | – | 7.38% | 1 |
|
|
2022
Q4 | $24.5M | Sell |
118,029
-5,459
| -4% | -$1.13M | 7.45% | 1 |
|
|
2022
Q3 | $21.9M | Hold |
123,488
| – | – | 7.39% | 1 |
|
|
2022
Q2 | $24.3M | Hold |
123,488
| – | – | 7.25% | 3 |
|
|
2022
Q1 | $27.4M | Buy |
+123,488
| New | +$27.4M | 6.83% | 2 |
|