Crestwood Advisors Group’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 | $122M | Sell |
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|
2025
Q1 | $121M | Buy |
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|
2024
Q4 | $109M | Buy |
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|
2024
Q3 | $94.1M | Sell |
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|
2024
Q2 | $89.9M | Buy |
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|
2024
Q1 | $94.6M | Buy |
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|
2023
Q4 | $87.4M | Buy |
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|
2023
Q3 | $76.5M | Sell |
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|
2023
Q2 | $79.1M | Sell |
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|
2023
Q1 | $78.1M | Sell |
|
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|
2022
Q4 | $76.8M | Sell |
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|
2022
Q3 | $70.3M | Buy |
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|
2022
Q2 | $77.6M | Buy |
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|
2022
Q1 | $84.9M | Buy |
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|
2021
Q4 | $82.6M | Sell |
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|
2021
Q3 | $87.7M | Buy |
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|
2021
Q2 | $91.1M | Buy |
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|
2021
Q1 | $81.8M | Buy |
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|
2020
Q4 | $82.5M | Sell |
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|
2020
Q3 | $76.1M | Buy |
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|
2020
Q2 | $73.2M | Buy |
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|
2020
Q1 | $58.4M | Sell |
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|
2019
Q4 | $68.6M | Buy |
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|
2019
Q3 | $60.4M | Buy |
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|
2019
Q2 | $60.6M | Buy |
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|
2019
Q1 | $34.5M | Buy |
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|
2018
Q4 | $28.4M | Buy |
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|
2018
Q3 | $31.8M | Buy |
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|
2018
Q2 | $29.6M | Buy |
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|
2018
Q1 | $24.9M | Buy |
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|
2017
Q4 | $23.5M | Buy |
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|
2017
Q3 | $21.3M | Buy |
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|
2017
Q2 | $20M | Buy |
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|
2017
Q1 | $18.1M | Buy |
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|
2016
Q4 | $14.3M | Buy |
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|
2016
Q3 | $12.6M | Buy |
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|
2016
Q2 | $590K | Sell |
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|
2016
Q1 | $616K | Sell |
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|
2015
Q4 | $749K | Buy |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q2 | $318K | Sell |
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|
2015
Q1 | $413K | Buy |
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|
2014
Q4 | $296K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $208K | Sell |
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|
2014
Q1 | $229K | Buy |
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|
2013
Q4 | $204K | Sell |
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|
2013
Q3 | $242K | Sell |
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|
2013
Q2 | $258K | Buy |
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