Ellis Investment 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
Q3 | $433K | Buy |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $606K | Sell |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $192K | Sell |
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|
2020
Q2 | $191K | Buy |
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|
2020
Q1 | $146K | Sell |
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|
2019
Q4 | $197K | Buy |
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|
2019
Q3 | $180K | Buy |
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|
2019
Q2 | $168K | Buy |
|