Davidson Trust 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
Q3 | $1.49M | Buy |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $996K | Sell |
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|
2023
Q4 | $944K | Buy |
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|
2023
Q3 | $778K | Hold |
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|
2023
Q2 | $803K | Sell |
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|
2023
Q1 | $770K | Buy |
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|
2022
Q4 | $459K | Hold |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $516K | Buy |
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|
2021
Q4 | $484K | Sell |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $480K | Buy |
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|
2020
Q4 | $487K | Sell |
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|
2020
Q3 | $479K | Hold |
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|
2020
Q2 | $463K | Hold |
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|
2020
Q1 | $386K | Hold |
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|
2019
Q4 | $450K | Buy |
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