Zimmermann Investment Management & Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $835K | Buy |
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|
2023
Q2 | $466K | Buy |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $394K | Buy |
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