Ellsworth Advisors’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 | $2.96M | Buy |
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|
2025
Q2 | $2.88M | Buy |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $2.99M | Buy |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $2.28M | Buy |
|
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $6.61M | Buy |
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|
2023
Q2 | $6.65M | Sell |
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|
2023
Q1 | $6.56M | Buy |
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|
2022
Q4 | $6.3M | Sell |
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|
2022
Q3 | $5.11M | Buy |
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|
2022
Q2 | $5.61M | Buy |
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|
2022
Q1 | $6.18M | Buy |
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|
2021
Q4 | $2.75M | Sell |
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|
2021
Q3 | $2.92M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.71M | Buy |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | $2.35M | Buy |
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|
2020
Q2 | $2.27M | Buy |
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