Clear Investment Research’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 | $49.1K | Buy |
+162
| New | +$52.1K | 0.08% | 107 |
|
|
2025
Q4 | – | Sell |
-144
| Closed | -$49.5K | – | 233 |
|
|
2025
Q3 | $49.5K | Hold |
144
| – | – | 0.07% | 121 |
|
|
2025
Q2 | $51.4K | Hold |
144
| – | – | 0.06% | 111 |
|
|
2025
Q1 | $50.6K | Sell |
144
-5
| -3% | -$1.69K | 0.07% | 109 |
|
|
2024
Q4 | $47.2K | Sell |
149
-3
| -2% | -$902 | 0.06% | 109 |
|
|
2024
Q3 | $41.9K | Hold |
152
| – | – | 0.05% | 109 |
|
|
2024
Q2 | $40K | Sell |
152
-7
| -4% | -$1.92K | 0.05% | 109 |
|
|
2024
Q1 | $44.4K | Sell |
159
-21
| -12% | -$5.8K | 0.06% | 107 |
|
|
2023
Q4 | $46.9K | Buy |
180
+22
| +14% | +$5.42K | 0.07% | 110 |
|
|
2023
Q3 | $36.4K | Sell |
158
-2
| -1% | -$481 | 0.06% | 97 |
|
|
2023
Q2 | $38K | Buy |
160
+51
| +47% | +$11.7K | 0.06% | 98 |
|
|
2023
Q1 | $24.6K | Sell |
109
-4
| -4% | -$890 | 0.04% | 107 |
|
|
2022
Q4 | $23K | Hold |
113
| – | – | 0.04% | 103 |
|
|
2022
Q3 | $20K | Hold |
113
| – | – | 0.04% | 106 |
|
|
2022
Q2 | $22K | Hold |
113
| – | – | 0.05% | 93 |
|
|
2022
Q1 | $25K | Hold |
113
| – | – | 0.05% | 100 |
|
|
2021
Q4 | $24K | Hold |
113
| – | – | 0.04% | 101 |
|
|
2021
Q3 | $25K | Sell |
113
-1
| -0.9% | -$234 | 0.04% | 98 |
|
|
2021
Q2 | $27K | Hold |
114
| – | – | 0.05% | 97 |
|
|
2021
Q1 | $24K | Hold |
114
| – | – | 0.04% | 89 |
|
|
2020
Q4 | $25K | Hold |
114
| – | – | 0.05% | 85 |
|
|
2020
Q3 | $23K | Hold |
114
| – | – | 0.05% | 79 |
|
|
2020
Q2 | $22K | Hold |
114
| – | – | 0.05% | 79 |
|
|
2020
Q1 | $18K | Hold |
114
| – | – | 0.04% | 78 |
|
|
2019
Q4 | $21K | Buy |
114
+91
| +396% | +$16.4K | 0.04% | 79 |
|
|
2019
Q3 | $4K | Buy |
23
+14
| +156% | +$2.49K | 0.01% | 93 |
|
|
2019
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 127 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 205 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 195 |
|
|
2018
Q3 | $1K | Buy |
+9
| New | +$1.28K | ﹤0.01% | 206 |
|
Other funds holding V
VCM
VPM
