D.B. Root & Company’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 | $934K | Buy |
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|
2025
Q1 | $907K | Sell |
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|
2024
Q4 | $942K | Buy |
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|
2024
Q3 | $758K | Sell |
|
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|
2024
Q2 | $934K | Buy |
|
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|
2024
Q1 | $977K | Sell |
|
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|
2023
Q4 | $915K | Sell |
|
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|
2023
Q3 | $946K | Sell |
|
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|
2023
Q2 | $984K | Buy |
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|
2023
Q1 | $870K | Sell |
|
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|
2022
Q4 | $823K | Sell |
|
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.28M | Sell |
|
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|
2021
Q4 | $1.25M | Buy |
|
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|
2021
Q3 | $1.24M | Sell |
|
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.54M | Buy |
|
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|
2020
Q4 | $1.49M | Sell |
|
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|
2020
Q3 | $1.7M | Buy |
|
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|
2020
Q2 | $1.64M | Sell |
|
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|
2020
Q1 | $1.42M | Buy |
|
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|
2019
Q4 | $1.29M | Sell |
|
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|
2019
Q3 | $1.18M | Sell |
|
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|
2019
Q2 | $1.43M | Sell |
|
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|
2019
Q1 | $1.31M | Sell |
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|
2018
Q4 | $1.13M | Buy |
|
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|
2018
Q3 | $1.28M | Sell |
|
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $980K | Buy |
|