Cary Street Partners Asset 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
Q3 | $783K | Sell |
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|
2024
Q2 | $781K | Buy |
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|
2024
Q1 | $543K | Hold |
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|
2023
Q4 | $507K | Hold |
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|
2023
Q3 | $448K | Hold |
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|
2023
Q2 | $462K | Hold |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $366K | Buy |
|