YIM
V icon

Yoffe Investment Management’s Visa V Stock Holding History

Yoffe Investment Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$925K Hold
2,697
– – 1.06% 30
2026
Q1 		$815K Hold
2,697
– – 1.04% 29
2025
Q4 		$946K Hold
2,697
– – 1.21% 22
2025
Q3 		$921K Hold
2,697
– – 1.2% 23
2025
Q2 		$957K Buy
2,697
+1
+0% +$349 1.31% 18
2025
Q1 		$945K Hold
2,696
– – 1.39% 15
2024
Q4 		$852K Buy
+2,696
New +$811K 1.27% 18

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