Wimmer Associates 1’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Sell |
19,523
-240
| -1% | -$85.2K | 3.54% | 6 |
|
|
2025
Q1 | $7.04M | Sell |
19,763
-1,320
| -6% | -$470K | 3.71% | 5 |
|
|
2024
Q4 | $6.66M | Buy |
21,083
+85
| +0.4% | +$26.9K | 3.29% | 7 |
|
|
2024
Q3 | $5.77M | Buy |
20,998
+75
| +0.4% | +$20.6K | 2.83% | 11 |
|
|
2024
Q2 | $5.49M | Sell |
20,923
-5
| -0% | -$1.31K | 2.82% | 11 |
|
|
2024
Q1 | $5.84M | Buy |
20,928
+74
| +0.4% | +$20.7K | 3.07% | 9 |
|
|
2023
Q4 | $5.43M | Sell |
20,854
-245
| -1% | -$63.8K | 3.06% | 8 |
|
|
2023
Q3 | $4.85M | Sell |
21,099
-308
| -1% | -$70.8K | 3.03% | 7 |
|
|
2023
Q2 | $5.08M | Sell |
21,407
-45
| -0.2% | -$10.7K | 3.06% | 7 |
|
|
2023
Q1 | $4.99M | Sell |
21,452
-1,111
| -5% | -$259K | 3.19% | 5 |
|
|
2022
Q4 | $4.69M | Buy |
22,563
+209
| +0.9% | +$43.4K | 3.09% | 5 |
|
|
2022
Q3 | $4.63M | Sell |
22,354
-250
| -1% | -$51.8K | 3.07% | 5 |
|
|
2022
Q2 | $4.45M | Sell |
22,604
-40
| -0.2% | -$7.88K | 2.9% | 7 |
|
|
2022
Q1 | $5.02M | Sell |
22,644
-40
| -0.2% | -$8.87K | 2.79% | 8 |
|
|
2021
Q4 | $4.92M | Sell |
22,684
-82
| -0.4% | -$17.8K | 2.64% | 8 |
|
|
2021
Q3 | $5.07M | Sell |
22,766
-430
| -2% | -$95.8K | 3.01% | 8 |
|
|
2021
Q2 | $5.42M | Sell |
23,196
-1,990
| -8% | -$465K | 3.18% | 8 |
|
|
2021
Q1 | $5.33M | Buy |
25,186
+1,304
| +5% | +$276K | 2.9% | 7 |
|
|
2020
Q4 | $5.22M | Sell |
23,882
-1,765
| -7% | -$386K | 3.12% | 7 |
|
|
2020
Q3 | $5.13M | Buy |
25,647
+2,356
| +10% | +$471K | 3.45% | 6 |
|
|
2020
Q2 | $4.58M | Sell |
23,291
-2,175
| -9% | -$428K | 3.56% | 6 |
|
|
2020
Q1 | $4.1M | Buy |
25,466
+643
| +3% | +$104K | 3.82% | 3 |
|
|
2019
Q4 | $4.66M | Sell |
24,823
-197
| -0.8% | -$37K | 3.74% | 2 |
|
|
2019
Q3 | $4.3M | Sell |
25,020
-340
| -1% | -$58.5K | 3.75% | 1 |
|
|
2019
Q2 | $4.4M | Sell |
25,360
-1,064
| -4% | -$185K | 3.85% | 2 |
|
|
2019
Q1 | $4.13M | Sell |
26,424
-560
| -2% | -$87.5K | 3.66% | 2 |
|
|
2018
Q4 | $3.56M | Sell |
26,984
-689
| -2% | -$90.9K | 3.53% | 2 |
|
|
2018
Q3 | $4.15M | Sell |
27,673
-1,148
| -4% | -$172K | 3.46% | 3 |
|
|
2018
Q2 | $3.82M | Sell |
28,821
-365
| -1% | -$48.3K | 3.4% | 2 |
|
|
2018
Q1 | $3.49M | Sell |
29,186
-500
| -2% | -$59.8K | 3.08% | 2 |
|
|
2017
Q4 | $3.39M | Sell |
29,686
-349
| -1% | -$39.8K | 3.05% | 2 |
|
|
2017
Q3 | $3.16M | Sell |
30,035
-1,715
| -5% | -$180K | 2.91% | 2 |
|
|
2017
Q2 | $2.98M | Sell |
31,750
-214
| -0.7% | -$20.1K | 2.74% | 2 |
|
|
2017
Q1 | $2.84M | Sell |
31,964
-415
| -1% | -$36.9K | 2.66% | 4 |
|
|
2016
Q4 | $2.53M | Buy |
32,379
+800
| +3% | +$62.4K | 2.34% | 6 |
|
|
2016
Q3 | $2.61M | Sell |
31,579
-1,114
| -3% | -$92.1K | 2.35% | 6 |
|
|
2016
Q2 | $2.43M | Buy |
32,693
+810
| +3% | +$60.1K | 2.16% | 11 |
|
|
2016
Q1 | $2.44M | Buy |
31,883
+1,720
| +6% | +$132K | 2.23% | 10 |
|
|
2015
Q4 | $2.34M | Buy |
+30,163
| New | +$2.34M | 2.45% | 8 |
|