Coastal Bridge Advisors’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 | $3.51M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $947K | Buy |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $327K | Buy |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $481K | Buy |
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|
2020
Q1 | $386K | Buy |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $281K | Sell |
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|
2018
Q3 | $379K | Sell |
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|
2018
Q2 | $374K | Buy |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $287K | Sell |
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|
2017
Q3 | $274K | Buy |
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