WIS
Wright Investors Service’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
18,908
-1,855
| -9% | -$659K | 2.03% | 11 |
|
|
2025
Q1 | $7.28M | Buy |
20,763
+1,322
| +7% | +$463K | 2.41% | 8 |
|
|
2024
Q4 | $6.14M | Sell |
19,441
-3,230
| -14% | -$1.02M | 2% | 12 |
|
|
2024
Q3 | $6.23M | Buy |
22,671
+5,572
| +33% | +$1.53M | 1.63% | 15 |
|
|
2024
Q2 | $4.49M | Buy |
17,099
+258
| +2% | +$67.7K | 1.18% | 21 |
|
|
2024
Q1 | $4.7M | Buy |
16,841
+152
| +0.9% | +$42.4K | 1.19% | 25 |
|
|
2023
Q4 | $4.34M | Buy |
16,689
+707
| +4% | +$184K | 1.22% | 21 |
|
|
2023
Q3 | $3.68M | Buy |
15,982
+8,317
| +109% | +$1.91M | 1.07% | 30 |
|
|
2023
Q2 | $1.82M | Buy |
+7,665
| New | +$1.82M | 0.51% | 64 |
|
|
2022
Q3 | – | Sell |
-6,312
| Closed | -$1.24M | – | 155 |
|
|
2022
Q2 | $1.24M | Buy |
6,312
+5,368
| +569% | +$1.06M | 0.36% | 87 |
|
|
2022
Q1 | $209K | Sell |
944
-2,354
| -71% | -$521K | 0.05% | 152 |
|
|
2021
Q4 | $715K | Sell |
3,298
-1,998
| -38% | -$433K | 0.18% | 116 |
|
|
2021
Q3 | $1.18M | Sell |
5,296
-9,096
| -63% | -$2.03M | 0.34% | 87 |
|
|
2021
Q2 | $3.37M | Buy |
14,392
+2,526
| +21% | +$591K | 0.91% | 35 |
|
|
2021
Q1 | $2.51M | Sell |
11,866
-8,853
| -43% | -$1.87M | 0.76% | 42 |
|
|
2020
Q4 | $4.53M | Sell |
20,719
-8,294
| -29% | -$1.81M | 1.56% | 11 |
|
|
2020
Q3 | $5.8M | Sell |
29,013
-167
| -0.6% | -$33.4K | 2.06% | 8 |
|
|
2020
Q2 | $5.64M | Buy |
29,180
+1,218
| +4% | +$235K | 2.16% | 5 |
|
|
2020
Q1 | $4.51M | Buy |
27,962
+2,809
| +11% | +$453K | 1.94% | 12 |
|
|
2019
Q4 | $4.73M | Sell |
25,153
-1,359
| -5% | -$255K | 1.62% | 15 |
|
|
2019
Q3 | $4.56M | Sell |
26,512
-5,434
| -17% | -$935K | 1.64% | 15 |
|
|
2019
Q2 | $5.54M | Sell |
31,946
-3,594
| -10% | -$624K | 2.11% | 10 |
|
|
2019
Q1 | $5.55M | Buy |
35,540
+4,488
| +14% | +$701K | 2.24% | 11 |
|
|
2018
Q4 | $4.1M | Buy |
31,052
+8,502
| +38% | +$1.12M | 1.76% | 14 |
|
|
2018
Q3 | $3.39M | Sell |
22,550
-85
| -0.4% | -$12.8K | 1.24% | 25 |
|
|
2018
Q2 | $3M | Sell |
22,635
-3,116
| -12% | -$413K | 1.19% | 27 |
|
|
2018
Q1 | $3.08M | Buy |
25,751
+16,743
| +186% | +$2M | 1.06% | 28 |
|
|
2017
Q4 | $1.03M | Sell |
9,008
-43
| -0.5% | -$4.9K | 0.34% | 74 |
|
|
2017
Q3 | $953K | Buy |
9,051
+4,072
| +82% | +$429K | 0.35% | 82 |
|
|
2017
Q2 | $467K | Sell |
4,979
-150
| -3% | -$14.1K | 0.18% | 148 |
|
|
2017
Q1 | $456K | Buy |
5,129
+334
| +7% | +$29.7K | 0.18% | 155 |
|
|
2016
Q4 | $374K | Sell |
4,795
-3,450
| -42% | -$269K | 0.16% | 172 |
|
|
2016
Q3 | $682K | Buy |
8,245
+1,600
| +24% | +$132K | 0.28% | 109 |
|
|
2016
Q2 | $493K | Hold |
6,645
| – | – | 0.2% | 146 |
|
|
2016
Q1 | $508K | Buy |
6,645
+2,328
| +54% | +$178K | 0.2% | 152 |
|
|
2015
Q4 | $335K | Sell |
4,317
-1,680
| -28% | -$130K | 0.12% | 211 |
|
|
2015
Q3 | $418K | Buy |
+5,997
| New | +$418K | 0.19% | 154 |
|
|
2015
Q1 | – | Sell |
-850
| Closed | -$223K | – | 220 |
|
|
2014
Q4 | $223K | Sell |
850
-930
| -52% | -$244K | 0.11% | 201 |
|
|
2014
Q3 | $380K | Sell |
1,780
-555
| -24% | -$118K | 0.19% | 153 |
|
|
2014
Q2 | $492K | Sell |
2,335
-485
| -17% | -$102K | 0.22% | 139 |
|
|
2014
Q1 | $609K | Buy |
2,820
+1,515
| +116% | +$327K | 0.27% | 124 |
|
|
2013
Q4 | $291K | Sell |
1,305
-2,181
| -63% | -$486K | 0.13% | 186 |
|
|
2013
Q3 | $666K | Sell |
3,486
-70
| -2% | -$13.4K | 0.3% | 107 |
|
|
2013
Q2 | $650K | Buy |
+3,556
| New | +$650K | 0.31% | 105 |
|