Zuckerman Investment Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
8,971
+1,168
| +15% | +$415K | 0.31% | 51 |
|
|
2025
Q1 | $2.73M | Buy |
7,803
+54
| +0.7% | +$18.9K | 0.29% | 52 |
|
|
2024
Q4 | $2.68M | Buy |
7,749
+393
| +5% | +$136K | 0.26% | 52 |
|
|
2024
Q3 | $2.02M | Sell |
7,356
-184
| -2% | -$50.6K | 0.21% | 57 |
|
|
2024
Q2 | $1.98M | Buy |
7,540
+56
| +0.7% | +$14.7K | 0.23% | 55 |
|
|
2024
Q1 | $2.09M | Buy |
7,484
+1,379
| +23% | +$385K | 0.24% | 53 |
|
|
2023
Q4 | $1.59M | Buy |
6,105
+2,975
| +95% | +$775K | 0.21% | 54 |
|
|
2023
Q3 | $720K | Buy |
3,130
+167
| +6% | +$38.4K | 0.1% | 66 |
|
|
2023
Q2 | $704K | Sell |
2,963
-19
| -0.6% | -$4.51K | 0.1% | 68 |
|
|
2023
Q1 | $672K | Buy |
2,982
+17
| +0.6% | +$3.83K | 0.1% | 67 |
|
|
2022
Q4 | $616K | Buy |
2,965
+380
| +15% | +$78.9K | 0.1% | 73 |
|
|
2022
Q3 | $459K | Buy |
2,585
+343
| +15% | +$60.9K | 0.09% | 74 |
|
|
2022
Q2 | $441K | Buy |
2,242
+238
| +12% | +$46.8K | 0.08% | 72 |
|
|
2022
Q1 | $444K | Buy |
2,004
+216
| +12% | +$47.9K | 0.07% | 73 |
|
|
2021
Q4 | $387K | Buy |
1,788
+120
| +7% | +$26K | 0.06% | 84 |
|
|
2021
Q3 | $372K | Buy |
1,668
+110
| +7% | +$24.5K | 0.06% | 87 |
|
|
2021
Q2 | $364K | Sell |
1,558
-85
| -5% | -$19.9K | 0.06% | 89 |
|
|
2021
Q1 | $348K | Buy |
1,643
+615
| +60% | +$130K | 0.06% | 86 |
|
|
2020
Q4 | $225K | Buy |
+1,028
| New | +$225K | 0.04% | 82 |
|