Cary Street Partners Investment Advisory’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 | $2.7M | Buy |
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|
2025
Q1 | $2.45M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $5.64M | Buy |
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|
2023
Q4 | $4.96M | Buy |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $357K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $733K | Buy |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $325K | Buy |
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|
2018
Q4 | $210K | Buy |
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