Charter Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $932K | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $598K | Buy |
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|
2024
Q3 | $502K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $182K | Buy |
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|
2021
Q3 | $186K | Hold |
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|
2021
Q2 | $195K | Hold |
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|
2021
Q1 | $177K | Buy |
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|
2020
Q4 | $179K | Buy |
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