Clifford Swan Investment Counsel’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 | $1.66M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.34M | Hold |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $979K | Sell |
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|
2022
Q3 | $838K | Hold |
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|
2022
Q2 | $929K | Buy |
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|
2022
Q1 | $960K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.41M | Hold |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $877K | Buy |
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|
2019
Q4 | $901K | Buy |
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|
2019
Q3 | $823K | Hold |
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|
2019
Q2 | $831K | Hold |
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|
2019
Q1 | $748K | Sell |
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|
2018
Q4 | $648K | Buy |
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|
2018
Q3 | $692K | Sell |
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|
2018
Q2 | $666K | Buy |
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|
2018
Q1 | $451K | Hold |
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|
2017
Q4 | $429K | Sell |
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|
2017
Q3 | $427K | Buy |
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|
2017
Q2 | $370K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | $214K | Hold |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $604K | Buy |
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|
2015
Q3 | $290K | Buy |
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|
2015
Q2 | $272K | Buy |
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|
2015
Q1 | $243K | Sell |
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|
2014
Q4 | $250K | Hold |
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|
2014
Q3 | $203K | Sell |
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|
2014
Q2 | $292K | Sell |
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|
2014
Q1 | $306K | Buy |
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|
2013
Q4 | $254K | Buy |
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|
2013
Q3 | $213K | Hold |
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|
2013
Q2 | $204K | Buy |
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