Wisconsin Capital 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 | $9.96M | Buy |
28,061
+94
| +0.3% | +$33.4K | 5.5% | 3 |
|
|
2025
Q1 | $9.8M | Sell |
27,967
-1,624
| -5% | -$569K | 6.25% | 2 |
|
|
2024
Q4 | $9.35M | Sell |
29,591
-2,065
| -7% | -$653K | 5.14% | 5 |
|
|
2024
Q3 | $8.7M | Buy |
31,656
+335
| +1% | +$92.1K | 4.57% | 6 |
|
|
2024
Q2 | $8.22M | Sell |
31,321
-89
| -0.3% | -$23.4K | 4.17% | 6 |
|
|
2024
Q1 | $8.77M | Buy |
31,410
+123
| +0.4% | +$34.3K | 4.6% | 5 |
|
|
2023
Q4 | $8.15M | Buy |
31,287
+47
| +0.2% | +$12.2K | 4.84% | 5 |
|
|
2023
Q3 | $7.19M | Sell |
31,240
-321
| -1% | -$73.8K | 4.74% | 6 |
|
|
2023
Q2 | $7.5M | Sell |
31,561
-1,150
| -4% | -$273K | 4.85% | 5 |
|
|
2023
Q1 | $7.38M | Sell |
32,711
-900
| -3% | -$203K | 5.03% | 5 |
|
|
2022
Q4 | $6.98M | Buy |
33,611
+911
| +3% | +$189K | 5.3% | 4 |
|
|
2022
Q3 | $5.81M | Sell |
32,700
-2,796
| -8% | -$497K | 4.55% | 5 |
|
|
2022
Q2 | $6.99M | Sell |
35,496
-7,130
| -17% | -$1.4M | 4.69% | 6 |
|
|
2022
Q1 | $9.45M | Sell |
42,626
-12,707
| -23% | -$2.82M | 4.56% | 7 |
|
|
2021
Q4 | $12M | Buy |
55,333
+2,265
| +4% | +$491K | 4.93% | 5 |
|
|
2021
Q3 | $11.8M | Sell |
53,068
-2,100
| -4% | -$468K | 4.85% | 4 |
|
|
2021
Q2 | $12.9M | Sell |
55,168
-800
| -1% | -$187K | 5.05% | 4 |
|
|
2021
Q1 | $11.9M | Sell |
55,968
-146
| -0.3% | -$30.9K | 4.89% | 5 |
|
|
2020
Q4 | $12.3M | Buy |
56,114
+2,047
| +4% | +$448K | 4.73% | 4 |
|
|
2020
Q3 | $10.8M | Sell |
54,067
-5,080
| -9% | -$1.02M | 4.99% | 3 |
|
|
2020
Q2 | $11.4M | Hold |
59,147
| – | – | 5.76% | 2 |
|
|
2020
Q1 | $9.53M | Buy |
59,147
+1,336
| +2% | +$215K | 6.25% | 2 |
|
|
2019
Q4 | $10.9M | Buy |
57,811
+1,110
| +2% | +$209K | 5.32% | 1 |
|
|
2019
Q3 | $9.75M | Buy |
56,701
+500
| +0.9% | +$86K | 5.18% | 1 |
|
|
2019
Q2 | $9.75M | Buy |
56,201
+19,287
| +52% | +$3.35M | 5.23% | 1 |
|
|
2019
Q1 | $5.77M | Sell |
36,914
-400
| -1% | -$62.5K | 5.13% | 1 |
|
|
2018
Q4 | $4.92M | Buy |
+37,314
| New | +$4.92M | 5.21% | 1 |
|
|
2014
Q4 | $6.6M | Buy |
100,712
+4,000
| +4% | +$262K | 2.35% | 6 |
|
|
2014
Q3 | $5.16M | Sell |
96,712
-424
| -0.4% | -$22.6K | 1.91% | 16 |
|
|
2014
Q2 | $5.12M | Sell |
97,136
-5,120
| -5% | -$270K | 1.88% | 19 |
|
|
2014
Q1 | $5.52M | Sell |
102,256
-2,100
| -2% | -$113K | 2.12% | 14 |
|
|
2013
Q4 | $5.81M | Sell |
104,356
-2,800
| -3% | -$156K | 2.29% | 15 |
|
|
2013
Q3 | $5.12M | Buy |
107,156
+1,100
| +1% | +$52.5K | 2.18% | 15 |
|
|
2013
Q2 | $4.85M | Buy |
+106,056
| New | +$4.85M | 2.05% | 17 |
|