Edgestream Partners’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 | – | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $4.64M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $2.59M | Buy |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $3.16M | Sell |
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|
2023
Q3 | $6.12M | Buy |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $2.56M | Buy |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $13.9M | Buy |
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|
2022
Q2 | $6.89M | Sell |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $5.35M | Sell |
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|
2021
Q3 | $22.8M | Sell |
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|
2021
Q2 | $31M | Buy |
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|
2021
Q1 | $18.2M | Buy |
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|
2020
Q4 | $15.8M | Buy |
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|
2020
Q3 | $5.96M | Buy |
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|
2020
Q2 | $603K | Sell |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $446K | Sell |
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|
2019
Q3 | $749K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.78M | Buy |
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|
2018
Q2 | $636K | Sell |
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|
2018
Q1 | $2.29M | Sell |
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|
2017
Q4 | $6.99M | Sell |
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|
2017
Q3 | $9.61M | Sell |
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|
2017
Q2 | $16.2M | Buy |
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|
2017
Q1 | $8.16M | Buy |
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|
2016
Q4 | $1.38M | Sell |
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|
2016
Q3 | $4.43M | Buy |
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|
2016
Q2 | $2.43M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.41M | Buy |
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|
2015
Q3 | $257K | Sell |
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|
2015
Q2 | $2.13M | Sell |
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|
2015
Q1 | $5.17M | Buy |
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|
2014
Q4 | $3.05M | Sell |
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|
2014
Q3 | $4.66M | Buy |
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|
2014
Q2 | $4.44M | Buy |
|