BTR Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19.4M | Sell |
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|
2022
Q2 | $21.8M | Sell |
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|
2022
Q1 | $25M | Buy |
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|
2021
Q4 | $24.4M | Buy |
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|
2021
Q3 | $21.7M | Sell |
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|
2021
Q2 | $23.1M | Sell |
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|
2021
Q1 | $21M | Buy |
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|
2020
Q4 | $21.4M | Buy |
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|
2020
Q3 | $18.1M | Sell |
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|
2020
Q2 | $17.7M | Buy |
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|
2020
Q1 | $14.5M | Sell |
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|
2019
Q4 | $17.3M | Sell |
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|
2019
Q3 | $16.2M | Sell |
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|
2019
Q2 | $17M | Sell |
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|
2019
Q1 | $15.7M | Sell |
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|
2018
Q4 | $13.8M | Sell |
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|
2018
Q3 | $16.3M | Sell |
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|
2018
Q2 | $15.1M | Sell |
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|
2018
Q1 | $14M | Sell |
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|
2017
Q4 | $13.5M | Sell |
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|
2017
Q3 | $12.6M | Sell |
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|
2017
Q2 | $11.4M | Sell |
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|
2017
Q1 | $11M | Buy |
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|
2016
Q4 | $5.03M | Hold |
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|
2016
Q3 | $5.03M | Buy |
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|
2016
Q2 | $4.5M | Sell |
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|
2016
Q1 | $4.78M | Buy |
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|
2015
Q4 | $4.7M | Sell |
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|
2015
Q3 | $4.46M | Buy |
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|
2015
Q2 | $4.27M | Buy |
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|
2015
Q1 | $4.15M | Sell |
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|
2014
Q4 | $4.65M | Sell |
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|
2014
Q3 | $4.18M | Buy |
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|
2014
Q2 | $3.66M | Buy |
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|
2014
Q1 | $3.65M | Sell |
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|
2013
Q4 | $3.88M | Buy |
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|
2013
Q3 | $3.32M | Buy |
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|
2013
Q2 | $3M | Buy |
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