Zimmermann Investment Management & Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,727
| Closed | -$750K | – | 128 |
|
|
2024
Q3 | $750K | Sell |
2,727
-123
| -4% | -$33.8K | 0.23% | 67 |
|
|
2024
Q2 | $748K | Sell |
2,850
-1,338
| -32% | -$351K | 0.25% | 63 |
|
|
2024
Q1 | $1.17M | Buy |
4,188
+294
| +8% | +$82.1K | 0.42% | 57 |
|
|
2023
Q4 | $1.01M | Buy |
3,894
+264
| +7% | +$68.7K | 0.41% | 50 |
|
|
2023
Q3 | $835K | Buy |
3,630
+1,668
| +85% | +$384K | 0.4% | 53 |
|
|
2023
Q2 | $466K | Buy |
1,962
+214
| +12% | +$50.8K | 0.22% | 69 |
|
|
2023
Q1 | $394K | Buy |
1,748
+435
| +33% | +$98.1K | 0.21% | 77 |
|
|
2022
Q4 | $273K | Hold |
1,313
| – | – | 0.16% | 76 |
|
|
2022
Q3 | $233K | Sell |
1,313
-337
| -20% | -$59.8K | 0.15% | 82 |
|
|
2022
Q2 | $325K | Sell |
1,650
-61
| -4% | -$12K | 0.22% | 70 |
|
|
2022
Q1 | $380K | Sell |
1,711
-107
| -6% | -$23.8K | 0.23% | 64 |
|
|
2021
Q4 | $394K | Buy |
+1,818
| New | +$394K | 0.22% | 64 |
|