Charter Research & Investment Group’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 | $895K | Hold |
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|
2025
Q1 | $883K | Hold |
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|
2024
Q4 | $796K | Hold |
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|
2024
Q3 | $693K | Hold |
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|
2024
Q2 | $661K | Hold |
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|
2024
Q1 | $703K | Hold |
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|
2023
Q4 | $656K | Hold |
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|
2023
Q3 | $580K | Hold |
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|
2023
Q2 | $598K | Hold |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $201K | Hold |
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|
2020
Q4 | $208K | Buy |
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