Buckingham Strategic Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.26M | Sell |
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|
2024
Q1 | $6.67M | Sell |
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|
2023
Q4 | $7.04M | Sell |
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|
2023
Q3 | $6.56M | Buy |
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|
2023
Q2 | $6.75M | Buy |
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|
2023
Q1 | $4.74M | Hold |
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|
2022
Q4 | $4.74M | Sell |
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|
2022
Q3 | $4.69M | Buy |
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|
2022
Q2 | $4.18M | Sell |
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|
2022
Q1 | $4.81M | Buy |
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|
2021
Q4 | $4.64M | Buy |
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|
2021
Q3 | $4.71M | Buy |
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|
2021
Q2 | $4.83M | Sell |
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|
2021
Q1 | $4.79M | Sell |
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|
2020
Q4 | $5.05M | Buy |
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|
2020
Q3 | $3.21M | Sell |
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|
2020
Q2 | $3.29M | Sell |
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|
2020
Q1 | $3.3M | Sell |
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|
2019
Q4 | $4.51M | Buy |
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|
2019
Q3 | $3.96M | Buy |
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|
2019
Q2 | $3.57M | Sell |
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|
2019
Q1 | $3.3M | Buy |
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|
2018
Q4 | $2.3M | Sell |
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|
2018
Q3 | $2.65M | Buy |
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|
2018
Q2 | $1.91M | Buy |
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|
2018
Q1 | $1.55M | Sell |
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|
2017
Q4 | $1.65M | Buy |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $648K | Sell |
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|
2016
Q3 | $687K | Buy |
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|
2016
Q2 | $598K | Sell |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $583K | Sell |
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|
2015
Q3 | $917K | Buy |
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|
2015
Q2 | $853K | Buy |
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|
2015
Q1 | $737K | Buy |
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|
2014
Q4 | $644K | Buy |
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|
2014
Q3 | $521K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $208K | Buy |
|