Concorde Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $322K | Sell |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Sell |
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|
2016
Q1 | $233K | Sell |
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|
2015
Q4 | $255K | Sell |
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|
2015
Q3 | $229K | Sell |
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|
2015
Q2 | $220K | Buy |
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