Carlson Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $232K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $477K | Buy |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $327K | Buy |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $212K | Buy |
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