Chicago Partners 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 | $13.5M | Buy |
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|
2025
Q1 | $12.8M | Buy |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $9.82M | Sell |
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|
2024
Q1 | $10.4M | Sell |
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|
2023
Q4 | $10.8M | Sell |
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|
2023
Q3 | $9.6M | Buy |
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|
2023
Q2 | $9.82M | Sell |
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|
2023
Q1 | $9.76M | Buy |
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $4.38M | Buy |
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|
2022
Q2 | $4.51M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $4.32M | Sell |
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|
2021
Q3 | $4.46M | Buy |
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|
2021
Q2 | $4.94M | Buy |
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|
2021
Q1 | $4.41M | Buy |
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|
2020
Q4 | $3.63M | Buy |
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|
2020
Q3 | $2.88M | Buy |
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|
2020
Q2 | $2.53M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $930K | Buy |
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|
2018
Q1 | $732K | Sell |
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|
2017
Q4 | $733K | Buy |
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|
2017
Q3 | $648K | Buy |
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|
2017
Q2 | $196K | Sell |
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|
2017
Q1 | $400K | Buy |
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|
2016
Q4 | $351K | Buy |
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|
2016
Q3 | $371K | Buy |
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|
2016
Q2 | $332K | Buy |
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|
2016
Q1 | $342K | Buy |
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|
2015
Q4 | $346K | Buy |
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|
2015
Q3 | $310K | Buy |
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|
2015
Q2 | $13K | Hold |
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|
2015
Q1 | $13K | Sell |
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|
2014
Q4 | $13K | Buy |
|