Bar Harbor Wealth 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 | $3.69M | Sell |
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|
2025
Q2 | $3.86M | Sell |
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|
2025
Q1 | $3.9M | Sell |
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|
2024
Q4 | $3.88M | Sell |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.63M | Buy |
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|
2023
Q4 | $3.2M | Buy |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $3.22M | Sell |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $3.04M | Sell |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $3.27M | Buy |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $3.05M | Sell |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $7.21M | Sell |
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|
2020
Q3 | $7.36M | Sell |
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|
2020
Q2 | $7.92M | Buy |
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|
2020
Q1 | $6.26M | Buy |
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|
2019
Q4 | $6.58M | Buy |
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|
2019
Q3 | $4.69M | Buy |
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|
2019
Q2 | $4.35M | Buy |
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|
2019
Q1 | $3.83M | Buy |
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|
2018
Q4 | $2.73M | Buy |
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|
2018
Q3 | $3.03M | Buy |
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|
2018
Q2 | $2.63M | Buy |
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|
2018
Q1 | $2.32M | Sell |
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|
2017
Q4 | $2.28M | Sell |
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|
2017
Q3 | $2.12M | Buy |
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|
2017
Q2 | $1.88M | Sell |
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|
2017
Q1 | $1.79M | Buy |
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|
2016
Q4 | $1.46M | Sell |
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|
2016
Q3 | $1.59M | Buy |
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|
2016
Q2 | $1.43M | Buy |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $1.45M | Buy |
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|
2015
Q3 | $1.17M | Sell |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $1M | Buy |
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|
2014
Q4 | $926K | Buy |
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|
2014
Q3 | $729K | Sell |
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|
2014
Q2 | $733K | Sell |
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|
2014
Q1 | $766K | Sell |
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|
2013
Q4 | $843K | Sell |
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|
2013
Q3 | $728K | Sell |
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|
2013
Q2 | $697K | Buy |
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