Clean Yield Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $196K | Sell |
650
-29
| -4% | -$9.32K | 0.06% | 137 |
|
|
2025
Q4 | $238K | Hold |
679
| – | – | 0.07% | 125 |
|
|
2025
Q3 | $232K | Hold |
679
| – | – | 0.07% | 123 |
|
|
2025
Q2 | $241K | Hold |
679
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $238K | Hold |
679
| – | – | 0.08% | 119 |
|
|
2024
Q4 | $215K | Hold |
679
| – | – | 0.07% | 129 |
|
|
2024
Q3 | $187K | Buy |
679
+137
| +25% | +$37K | 0.06% | 137 |
|
|
2024
Q2 | $142K | Hold |
542
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $151K | Hold |
542
| – | – | 0.06% | 141 |
|
|
2023
Q4 | $141K | Hold |
542
| – | – | 0.06% | 144 |
|
|
2023
Q3 | $128K | Buy |
542
+200
| +58% | +$48.1K | 0.06% | 149 |
|
|
2023
Q2 | $81.2K | Sell |
342
-20
| -6% | -$4.58K | 0.03% | 195 |
|
|
2023
Q1 | $81.6K | Hold |
362
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $75.2K | Sell |
362
-16
| -4% | -$3.23K | 0.03% | 198 |
|
|
2022
Q3 | $67K | Buy |
378
+12
| +3% | +$2.44K | 0.03% | 203 |
|
|
2022
Q2 | $72K | Sell |
366
-27
| -7% | -$5.58K | 0.03% | 206 |
|
|
2022
Q1 | $87K | Sell |
393
-666
| -63% | -$144K | 0.03% | 209 |
|
|
2021
Q4 | $229K | Hold |
1,059
| – | – | 0.08% | 143 |
|
|
2021
Q3 | $236K | Sell |
1,059
-19
| -2% | -$4.46K | 0.08% | 142 |
|
|
2021
Q2 | $252K | Buy |
+1,078
| New | +$246K | 0.09% | 129 |
|
|
2021
Q1 | – | Sell |
-694
| Closed | -$152K | – | 362 |
|
|
2020
Q4 | $152K | Buy |
694
+70
| +11% | +$14.3K | 0.06% | 158 |
|
|
2020
Q3 | $125K | Sell |
624
-175
| -22% | -$35K | 0.06% | 153 |
|
|
2020
Q2 | $154K | Hold |
799
| – | – | 0.08% | 134 |
|
|
2020
Q1 | $129K | Hold |
799
| – | – | 0.07% | 141 |
|
|
2019
Q4 | $150K | Sell |
799
-106
| -12% | -$19.1K | 0.06% | 162 |
|
|
2019
Q3 | $156K | Hold |
905
| – | – | 0.06% | 155 |
|
|
2019
Q2 | $157K | Buy |
905
+799
| +754% | +$131K | 0.06% | 145 |
|
|
2019
Q1 | $17K | Hold |
106
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $14K | Buy |
+106
| New | +$14.6K | 0.01% | 252 |
|
|
2017
Q2 | – | Sell |
-280
| Closed | -$25K | – | 266 |
|
|
2017
Q1 | $25K | Buy |
+280
| New | +$24.1K | 0.01% | 239 |
|
|
2016
Q4 | – | Sell |
-140
| Closed | -$12K | – | 276 |
|
|
2016
Q3 | $12K | Buy |
+140
| New | +$11.2K | 0.01% | 281 |
|
Other funds holding V
VCM
VPM
