Annex Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4M | Buy |
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|
2025
Q1 | $64.1M | Buy |
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|
2024
Q4 | $56.2M | Buy |
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|
2024
Q3 | $41.6M | Buy |
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|
2024
Q2 | $34.4M | Buy |
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|
2024
Q1 | $31.8M | Buy |
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|
2023
Q4 | $28M | Buy |
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|
2023
Q3 | $22.4M | Buy |
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|
2023
Q2 | $19.9M | Buy |
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|
2023
Q1 | $18.3M | Buy |
|
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|
2022
Q4 | $16.4M | Buy |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $13.2M | Buy |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $9.19M | Buy |
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|
2021
Q1 | $7.9M | Sell |
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|
2020
Q4 | $8.35M | Buy |
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|
2020
Q3 | $2.33M | Sell |
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|
2020
Q2 | $2.31M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $2.07M | Buy |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.78M | Sell |
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|
2019
Q1 | $1.83M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $1.65M | Buy |
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|
2018
Q2 | $1.41M | Buy |
|
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $941K | Buy |
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|
2017
Q2 | $805K | Sell |
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|
2017
Q1 | $764K | Sell |
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|
2016
Q4 | $979K | Buy |
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|
2016
Q3 | $1.02M | Sell |
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|
2016
Q2 | $941K | Buy |
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|
2016
Q1 | $343K | Sell |
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|
2015
Q4 | $572K | Sell |
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|
2015
Q3 | $526K | Buy |
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|
2015
Q2 | $507K | Buy |
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|
2015
Q1 | $486K | Buy |
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|
2014
Q4 | $350K | Buy |
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|
2014
Q3 | $214K | Buy |
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|
2014
Q2 | $211K | Sell |
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|
2014
Q1 | $221K | Buy |
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|
2013
Q4 | $228K | Sell |
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|
2013
Q3 | $217K | Sell |
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|
2013
Q2 | $224K | Buy |
|