Courage Miller Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $282K | Hold |
932
| – | – | 0.08% | 82 |
|
|
2025
Q4 | $327K | Sell |
932
-268
| -22% | -$91.3K | 0.1% | 71 |
|
|
2025
Q3 | $410K | Hold |
1,200
| – | – | 0.12% | 58 |
|
|
2025
Q2 | $426K | Hold |
1,200
| – | – | 0.14% | 59 |
|
|
2025
Q1 | $421K | Hold |
1,200
| – | – | 0.14% | 60 |
|
|
2024
Q4 | $379K | Hold |
1,200
| – | – | 0.13% | 63 |
|
|
2024
Q3 | $330K | Hold |
1,200
| – | – | 0.11% | 66 |
|
|
2024
Q2 | $315K | Hold |
1,200
| – | – | 0.11% | 67 |
|
|
2024
Q1 | $335K | Hold |
1,200
| – | – | 0.12% | 71 |
|
|
2023
Q4 | $312K | Hold |
1,200
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $276K | Hold |
1,200
| – | – | 0.11% | 69 |
|
|
2023
Q2 | $285K | Hold |
1,200
| – | – | 0.12% | 69 |
|
|
2023
Q1 | $271K | Hold |
1,200
| – | – | 0.11% | 69 |
|
|
2022
Q4 | $249K | Hold |
1,200
| – | – | 0.11% | 65 |
|
|
2022
Q3 | $213K | Hold |
1,200
| – | – | 0.11% | 65 |
|
|
2022
Q2 | $236K | Hold |
1,200
| – | – | 0.11% | 64 |
|
|
2022
Q1 | $266K | Hold |
1,200
| – | – | 0.11% | 66 |
|
|
2021
Q4 | $260K | Hold |
1,200
| – | – | 0.1% | 73 |
|
|
2021
Q3 | $267K | Sell |
1,200
-80
| -6% | -$18.8K | 0.11% | 71 |
|
|
2021
Q2 | $299K | Hold |
1,280
| – | – | 0.12% | 70 |
|
|
2021
Q1 | $271K | Hold |
1,280
| – | – | 0.12% | 73 |
|
|
2020
Q4 | $280K | Hold |
1,280
| – | – | 0.13% | 72 |
|
|
2020
Q3 | $247K | Hold |
1,280
| – | – | 0.13% | 71 |
|
|
2020
Q2 | $247K | Buy |
+1,280
| New | +$234K | 0.13% | 71 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$225K | – | 73 |
|
|
2019
Q4 | $225K | Buy |
+1,200
| New | +$216K | 0.12% | 72 |
|
Other funds holding V
VCM
VPM
