Confluence Investment 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
Q3 | $200K | Sell |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $226K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $508K | Sell |
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|
2020
Q3 | $507K | Sell |
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|
2020
Q2 | $499K | Sell |
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|
2020
Q1 | $419K | Sell |
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|
2019
Q4 | $750K | Buy |
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|
2019
Q3 | $672K | Sell |
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|
2019
Q2 | $750K | Sell |
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|
2019
Q1 | $823K | Sell |
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|
2018
Q4 | $807K | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $753K | Sell |
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|
2017
Q4 | $737K | Sell |
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|
2017
Q3 | $685K | Sell |
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|
2017
Q2 | $665K | Buy |
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|
2017
Q1 | $612K | Buy |
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|
2016
Q4 | $310K | Buy |
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|
2016
Q3 | $231K | Sell |
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|
2016
Q2 | $221K | Buy |
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