Ballast Advisors’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 | $3.03M | Buy |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.27M | Hold |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $917K | Hold |
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|
2019
Q4 | $1.07M | Buy |
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