ZIM
Zacks Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9M | Buy |
95,383
+432
| +0.5% | +$153K | 0.29% | 94 |
|
|
2025
Q1 | $33.3M | Buy |
94,951
+42,131
| +80% | +$14.8M | 0.31% | 92 |
|
|
2024
Q4 | $16.7M | Buy |
52,820
+1,828
| +4% | +$578K | 0.15% | 144 |
|
|
2024
Q3 | $14M | Buy |
50,992
+707
| +1% | +$194K | 0.12% | 152 |
|
|
2024
Q2 | $13.2M | Buy |
50,285
+1,823
| +4% | +$478K | 0.15% | 134 |
|
|
2024
Q1 | $13.5M | Buy |
48,462
+4,280
| +10% | +$1.19M | 0.14% | 139 |
|
|
2023
Q4 | $11.5M | Sell |
44,182
-1,310
| -3% | -$341K | 0.14% | 138 |
|
|
2023
Q3 | $10.5M | Sell |
45,492
-21,779
| -32% | -$5.01M | 0.14% | 144 |
|
|
2023
Q2 | $16M | Buy |
67,271
+748
| +1% | +$178K | 0.2% | 115 |
|
|
2023
Q1 | $15M | Buy |
66,523
+633
| +1% | +$143K | 0.2% | 116 |
|
|
2022
Q4 | $13.4M | Buy |
65,890
+1,638
| +3% | +$334K | 0.19% | 114 |
|
|
2022
Q3 | $11.4M | Buy |
64,252
+1,533
| +2% | +$272K | 0.18% | 115 |
|
|
2022
Q2 | $12.3M | Buy |
62,719
+1,887
| +3% | +$372K | 0.19% | 119 |
|
|
2022
Q1 | $13.5M | Buy |
60,832
+4,620
| +8% | +$1.02M | 0.19% | 123 |
|
|
2021
Q4 | $12.2M | Sell |
56,212
-716
| -1% | -$155K | 0.17% | 131 |
|
|
2021
Q3 | $12.7M | Buy |
56,928
+2,610
| +5% | +$581K | 0.2% | 117 |
|
|
2021
Q2 | $12.7M | Buy |
54,318
+3,167
| +6% | +$741K | 0.21% | 114 |
|
|
2021
Q1 | $10.8M | Buy |
51,151
+5,752
| +13% | +$1.22M | 0.19% | 112 |
|
|
2020
Q4 | $9.93M | Buy |
45,399
+3,999
| +10% | +$875K | 0.18% | 119 |
|
|
2020
Q3 | $8.28M | Buy |
41,400
+473
| +1% | +$94.6K | 0.17% | 119 |
|
|
2020
Q2 | $7.91M | Buy |
40,927
+842
| +2% | +$163K | 0.17% | 118 |
|
|
2020
Q1 | $6.46M | Sell |
40,085
-6,413
| -14% | -$1.03M | 0.16% | 119 |
|
|
2019
Q4 | $8.74M | Buy |
46,498
+2,839
| +7% | +$533K | 0.16% | 115 |
|
|
2019
Q3 | $7.51M | Buy |
43,659
+967
| +2% | +$166K | 0.15% | 123 |
|
|
2019
Q2 | $7.41M | Sell |
42,692
-854
| -2% | -$148K | 0.15% | 121 |
|
|
2019
Q1 | $6.8M | Buy |
43,546
+1,882
| +5% | +$294K | 0.15% | 126 |
|
|
2018
Q4 | $5.5M | Sell |
41,664
-772
| -2% | -$102K | 0.13% | 125 |
|
|
2018
Q3 | $6.37M | Sell |
42,436
-8,435
| -17% | -$1.27M | 0.13% | 130 |
|
|
2018
Q2 | $6.74M | Buy |
50,871
+436
| +0.9% | +$57.7K | 0.15% | 125 |
|
|
2018
Q1 | $6.03M | Sell |
50,435
-39,455
| -44% | -$4.72M | 0.13% | 128 |
|
|
2017
Q4 | $10.2M | Sell |
89,890
-33,111
| -27% | -$3.78M | 0.22% | 100 |
|
|
2017
Q3 | $12.9M | Buy |
123,001
+85,284
| +226% | +$8.98M | 0.3% | 83 |
|
|
2017
Q2 | $3.54M | Sell |
37,717
-21,573
| -36% | -$2.02M | 0.09% | 163 |
|
|
2017
Q1 | $5.27M | Buy |
59,290
+15,512
| +35% | +$1.38M | 0.13% | 140 |
|
|
2016
Q4 | $3.42M | Buy |
43,778
+7,067
| +19% | +$551K | 0.1% | 162 |
|
|
2016
Q3 | $3.04M | Sell |
36,711
-51,387
| -58% | -$4.25M | 0.09% | 160 |
|
|
2016
Q2 | $6.53M | Sell |
88,098
-10,574
| -11% | -$784K | 0.2% | 115 |
|
|
2016
Q1 | $7.55M | Sell |
98,672
-1,766
| -2% | -$135K | 0.24% | 108 |
|
|
2015
Q4 | $7.79M | Buy |
100,438
+1,044
| +1% | +$81K | 0.25% | 109 |
|
|
2015
Q3 | $6.92M | Sell |
99,394
-3,439
| -3% | -$240K | 0.24% | 111 |
|
|
2015
Q2 | $6.91M | Buy |
102,833
+1,521
| +2% | +$102K | 0.22% | 115 |
|
|
2015
Q1 | $6.63M | Buy |
101,312
+93,739
| +1,238% | +$4.65M | 0.21% | 124 |
|
|
2014
Q4 | $1.99M | Buy |
7,573
+340
| +5% | +$89.2K | 0.06% | 184 |
|
|
2014
Q3 | $1.54M | Buy |
+7,233
| New | +$1.54M | 0.05% | 186 |
|
|
2014
Q2 | – | Sell |
-41,712
| Closed | -$9M | – | 759 |
|
|
2014
Q1 | $9M | Sell |
41,712
-2,769
| -6% | -$598K | 0.33% | 104 |
|
|
2013
Q4 | $9.91M | Buy |
+44,481
| New | +$9.91M | 0.39% | 99 |
|