Agate Pass Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.81M | Buy |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.26M | Hold |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $925K | Sell |
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|
2022
Q3 | $840K | Buy |
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|
2022
Q2 | $877K | Buy |
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|
2022
Q1 | $971K | Buy |
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|
2021
Q4 | $933K | Buy |
|