D.L. Carlson Investment Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $220K | Hold |
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|
2023
Q4 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $854K | Sell |
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|
2021
Q3 | $6.72M | Buy |
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|
2021
Q2 | $6.67M | Buy |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $379K | Hold |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $322K | Buy |
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