CIBC Private Wealth Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $965M | Sell |
3,131,282
-28,514
| -0.9% | -$8.79M | 2.04% | 7 |
|
|
2024
Q4 | $988M | Sell |
3,159,796
-75,577
| -2% | -$23.6M | 1.79% | 7 |
|
|
2024
Q3 | $890M | Sell |
3,235,373
-17,620
| -0.5% | -$4.84M | 1.59% | 7 |
|
|
2024
Q2 | $867M | Sell |
3,252,993
-38,418
| -1% | -$10.2M | 1.63% | 7 |
|
|
2024
Q1 | $916M | Sell |
3,291,411
-359,301
| -10% | -$100M | 1.79% | 7 |
|
|
2023
Q4 | $950M | Sell |
3,650,712
-24,127
| -0.7% | -$6.28M | 2.01% | 5 |
|
|
2023
Q3 | $845M | Sell |
3,674,839
-135,644
| -4% | -$31.2M | 2% | 6 |
|
|
2023
Q2 | $905M | Sell |
3,810,483
-235
| -0% | -$55.8K | 1.98% | 5 |
|
|
2023
Q1 | $177M | Sell |
3,810,718
-20,005
| -0.5% | -$930K | 0.39% | 68 |
|
|
2022
Q4 | $730M | Buy |
3,830,723
+103,497
| +3% | +$19.7M | 2.45% | 5 |
|
|
2022
Q3 | $662M | Buy |
3,727,226
+28,159
| +0.8% | +$5M | 1.78% | 6 |
|
|
2022
Q2 | $728M | Buy |
3,699,067
+27,995
| +0.8% | +$5.51M | 1.89% | 6 |
|
|
2022
Q1 | $814M | Sell |
3,671,072
-7,456
| -0.2% | -$1.65M | 1.78% | 6 |
|
|
2021
Q4 | $797M | Buy |
3,678,528
+11,129
| +0.3% | +$2.41M | 1.65% | 7 |
|
|
2021
Q3 | $817M | Sell |
3,667,399
-8,748
| -0.2% | -$1.95M | 1.9% | 6 |
|
|
2021
Q2 | $860M | Buy |
3,676,147
+226,136
| +7% | +$52.9M | 1.97% | 6 |
|
|
2021
Q1 | $730M | Buy |
3,450,011
+426,698
| +14% | +$90.3M | 1.84% | 6 |
|
|
2020
Q4 | $661M | Sell |
3,023,313
-1,640
| -0.1% | -$359K | 1.75% | 4 |
|
|
2020
Q3 | $605M | Buy |
3,024,953
+523,362
| +21% | +$105M | 1.85% | 4 |
|
|
2020
Q2 | $483M | Sell |
2,501,591
-573,429
| -19% | -$111M | 2.35% | 4 |
|
|
2020
Q1 | $495M | Sell |
3,075,020
-27,261
| -0.9% | -$4.39M | 2.12% | 4 |
|
|
2019
Q4 | $583M | Buy |
3,102,281
+8,985
| +0.3% | +$1.69M | 1.9% | 5 |
|
|
2019
Q3 | $532M | Sell |
3,093,296
-17,889
| -0.6% | -$3.08M | 1.87% | 6 |
|
|
2019
Q2 | $540M | Buy |
3,111,185
+376,996
| +14% | +$65.4M | 1.89% | 5 |
|
|
2019
Q1 | $427M | Sell |
2,734,189
-74,645
| -3% | -$11.7M | 1.65% | 8 |
|
|
2018
Q4 | $371M | Buy |
2,808,834
+189,888
| +7% | +$25.1M | 1.65% | 8 |
|
|
2018
Q3 | $393M | Buy |
2,618,946
+7,514
| +0.3% | +$1.13M | 1.49% | 8 |
|
|
2018
Q2 | $346M | Buy |
2,611,432
+37,070
| +1% | +$4.91M | 1.41% | 9 |
|
|
2018
Q1 | $308M | Buy |
2,574,362
+4,296
| +0.2% | +$514K | 1.34% | 8 |
|
|
2017
Q4 | $293M | Sell |
2,570,066
-21,738
| -0.8% | -$2.48M | 1.24% | 9 |
|
|
2017
Q3 | $273M | Buy |
2,591,804
+234,042
| +10% | +$24.6M | 1.24% | 9 |
|
|
2017
Q2 | $221M | Buy |
2,357,762
+22,731
| +1% | +$2.13M | 1.39% | 10 |
|
|
2017
Q1 | $208M | Sell |
2,335,031
-6,031
| -0.3% | -$536K | 1.3% | 16 |
|
|
2016
Q4 | $183M | Buy |
2,341,062
+704,279
| +43% | +$54.9M | 1.21% | 20 |
|
|
2016
Q3 | $135M | Buy |
1,636,783
+23,382
| +1% | +$1.93M | 0.94% | 31 |
|
|
2016
Q2 | $120M | Buy |
1,613,401
+35,875
| +2% | +$2.66M | 0.87% | 35 |
|
|
2016
Q1 | $121M | Buy |
1,577,526
+38,216
| +2% | +$2.92M | 0.93% | 34 |
|
|
2015
Q4 | $119M | Buy |
1,539,310
+11,100
| +0.7% | +$861K | 0.93% | 32 |
|
|
2015
Q3 | $106M | Buy |
1,528,210
+12,936
| +0.9% | +$901K | 0.88% | 34 |
|
|
2015
Q2 | $102M | Buy |
1,515,274
+16,493
| +1% | +$1.11M | 0.74% | 46 |
|
|
2015
Q1 | $98M | Buy |
1,498,781
+984,761
| +192% | +$64.4M | 0.72% | 46 |
|
|
2014
Q4 | $135M | Buy |
514,020
+4,901
| +1% | +$1.29M | 1.03% | 24 |
|
|
2014
Q3 | $109M | Buy |
509,119
+102,341
| +25% | +$21.8M | 0.85% | 29 |
|
|
2014
Q2 | $85.7M | Buy |
406,778
+1,298
| +0.3% | +$274K | 0.7% | 41 |
|
|
2014
Q1 | $87M | Buy |
+405,480
| New | +$87M | 0.74% | 37 |
|