CAPTRUST Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202M | Buy |
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|
2025
Q1 | $186M | Buy |
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|
2024
Q4 | $87.5M | Buy |
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|
2024
Q3 | $74.4M | Sell |
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|
2024
Q2 | $73.2M | Buy |
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|
2024
Q1 | $77.6M | Sell |
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|
2023
Q4 | $83.7M | Buy |
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|
2023
Q3 | $73.4M | Buy |
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|
2023
Q2 | $72.5M | Buy |
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|
2023
Q1 | $67.8M | Buy |
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|
2022
Q4 | $59.4M | Buy |
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|
2022
Q3 | $49.1M | Buy |
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|
2022
Q2 | $46.2M | Buy |
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|
2022
Q1 | $47.3M | Buy |
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|
2021
Q4 | $42.9M | Buy |
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|
2021
Q3 | $43.8M | Buy |
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|
2021
Q2 | $41.4M | Buy |
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|
2021
Q1 | $37.1M | Buy |
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|
2020
Q4 | $35.7M | Buy |
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|
2020
Q3 | $31.1M | Sell |
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|
2020
Q2 | $30.9M | Buy |
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|
2020
Q1 | $23.8M | Sell |
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|
2019
Q4 | $30.2M | Buy |
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|
2019
Q3 | $16.6M | Buy |
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|
2019
Q2 | $16.5M | Buy |
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|
2019
Q1 | $14.3M | Buy |
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|
2018
Q4 | $11.8M | Sell |
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|
2018
Q3 | $13.5M | Buy |
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|
2018
Q2 | $10.6M | Sell |
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|
2018
Q1 | $9.66M | Buy |
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|
2017
Q4 | $9.12M | Buy |
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|
2017
Q3 | $6.59M | Buy |
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