Corient Private Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4B | Buy |
3,954,937
+2,075,289
| +110% | +$733M | 1.47% | 11 |
|
|
2025
Q1 | $659M | Sell |
1,879,648
-238,335
| -11% | -$83.5M | 1.08% | 14 |
|
|
2024
Q4 | $668M | Sell |
2,117,983
-78,400
| -4% | -$24.7M | 1.11% | 13 |
|
|
2024
Q3 | $604M | Sell |
2,196,383
-35,378
| -2% | -$9.73M | 0.94% | 17 |
|
|
2024
Q2 | $586M | Buy |
2,231,761
+34,583
| +2% | +$9.08M | 1.02% | 14 |
|
|
2024
Q1 | $613M | Sell |
2,197,178
-15,987
| -0.7% | -$4.46M | 1.09% | 11 |
|
|
2023
Q4 | $576M | Buy |
2,213,165
+404,838
| +22% | +$105M | 1.06% | 11 |
|
|
2023
Q3 | $416M | Buy |
1,808,327
+24,167
| +1% | +$5.56M | 0.96% | 16 |
|
|
2023
Q2 | $424M | Buy |
1,784,160
+141,069
| +9% | +$33.5M | 0.98% | 17 |
|
|
2023
Q1 | $370M | Buy |
1,643,091
+464,895
| +39% | +$105M | 0.99% | 14 |
|
|
2022
Q4 | $245M | Buy |
+1,178,196
| New | +$245M | 0.89% | 18 |
|