Caldwell Trust’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 | $10.8M | Sell |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $9.36M | Sell |
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|
2024
Q3 | $8.34M | Sell |
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|
2024
Q2 | $8.02M | Sell |
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|
2024
Q1 | $8.54M | Sell |
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|
2023
Q4 | $8.12M | Sell |
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|
2023
Q3 | $7.26M | Sell |
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|
2023
Q2 | $7.61M | Buy |
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|
2023
Q1 | $7.22M | Sell |
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|
2022
Q4 | $6.83M | Sell |
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|
2022
Q3 | $5.92M | Sell |
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|
2022
Q2 | $6.77M | Buy |
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|
2022
Q1 | $7.59M | Buy |
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|
2021
Q4 | $7.34M | Buy |
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|
2021
Q3 | $7.44M | Buy |
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|
2021
Q2 | $7.59M | Buy |
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|
2021
Q1 | $6.71M | Buy |
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|
2020
Q4 | $6.89M | Buy |
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|
2020
Q3 | $6.29M | Sell |
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|
2020
Q2 | $6.3M | Buy |
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|
2020
Q1 | $5.09M | Buy |
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|
2019
Q4 | $5.92M | Buy |
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