CapWealth 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
Q3 | $305K | Sell |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $214K | Sell |
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|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $224K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $12K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $10K | Hold |
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|
2015
Q2 | $10K | Sell |
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|
2015
Q1 | $29K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Sell |
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|
2014
Q1 | $23K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $19K | Buy |
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