Empirical Wealth Management’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 | $11M | Buy |
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2025
Q1 | $10.4M | Buy |
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2024
Q4 | $7.86M | Buy |
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2024
Q3 | $5.87M | Sell |
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2024
Q2 | $5.61M | Sell |
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2024
Q1 | $5.97M | Sell |
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2023
Q4 | $7.19M | Sell |
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2023
Q3 | $6.43M | Sell |
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2023
Q2 | $6.67M | Sell |
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2023
Q1 | $6.6M | Sell |
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2022
Q4 | $6.84M | Sell |
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2022
Q3 | $6.95M | Buy |
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2022
Q2 | $3.72M | Buy |
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2022
Q1 | $4.15M | Buy |
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2021
Q4 | $3.8M | Buy |
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2021
Q3 | $3.56M | Sell |
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2021
Q2 | $6.36M | Buy |
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2021
Q1 | $5.71M | Sell |
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2020
Q4 | $6.01M | Sell |
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2020
Q3 | $6.48M | Sell |
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2020
Q2 | $6.92M | Buy |
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2020
Q1 | $5.69M | Buy |
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2019
Q4 | $5.52M | Buy |
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2019
Q3 | $4.79M | Buy |
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2019
Q2 | $2.12M | Buy |
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2019
Q1 | $1.42M | Sell |
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2018
Q4 | $1.22M | Buy |
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2018
Q3 | $311K | Sell |
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2018
Q2 | $410K | Buy |
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2018
Q1 | $254K | Sell |
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2017
Q4 | $270K | Sell |
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2017
Q3 | $259K | Buy |
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2017
Q2 | $215K | Hold |
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2017
Q1 | $204K | Buy |
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2015
Q4 | – | Sell |
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2015
Q3 | $314K | Hold |
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2015
Q2 | $303K | Buy |
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