Caldwell Investment 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 | $1.73M | Hold |
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|
2025
Q2 | $1.81M | Hold |
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|
2025
Q1 | $1.74M | Hold |
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|
2024
Q4 | $1.61M | Hold |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.42M | Hold |
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|
2023
Q4 | $1.33M | Hold |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.15M | Hold |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $920K | Sell |
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|
2022
Q2 | $1.63M | Hold |
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|
2022
Q1 | $1.86M | Hold |
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|
2021
Q4 | $1.82M | Buy |
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