Essex Financial Services’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 | $8.98M | Buy |
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|
2025
Q1 | $8.35M | Sell |
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|
2024
Q4 | $8.12M | Buy |
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|
2024
Q3 | $7M | Sell |
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|
2024
Q2 | $7.24M | Buy |
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|
2024
Q1 | $6.52M | Buy |
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|
2023
Q4 | $5.98M | Buy |
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|
2023
Q3 | $5.17M | Sell |
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|
2023
Q2 | $5.54M | Sell |
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|
2023
Q1 | $5.73M | Buy |
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|
2022
Q4 | $5.04M | Sell |
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|
2022
Q3 | $4.57M | Sell |
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|
2022
Q2 | $5.09M | Sell |
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|
2022
Q1 | $5.76M | Sell |
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|
2021
Q4 | $6.18M | Sell |
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|
2021
Q3 | $6.66M | Buy |
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|
2021
Q2 | $4.73M | Hold |
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|
2021
Q1 | $4.73M | Sell |
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|
2020
Q4 | $5M | Buy |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.17M | Sell |
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|
2020
Q1 | $3.17M | Sell |
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|
2019
Q4 | $4.11M | Sell |
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|
2019
Q3 | $3.79M | Buy |
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|
2019
Q2 | $3.75M | Sell |
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|
2019
Q1 | $3.7M | Sell |
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|
2018
Q4 | $3.92M | Sell |
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|
2018
Q3 | $6.33M | Sell |
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|
2018
Q2 | $5.59M | Buy |
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|
2018
Q1 | $4.53M | Buy |
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|
2017
Q4 | $4.28M | Buy |
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|
2017
Q3 | $3.94M | Buy |
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|
2017
Q2 | $3.48M | Buy |
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|
2017
Q1 | $2.76M | Sell |
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|
2016
Q4 | $2.82M | Buy |
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|
2016
Q3 | $2.68M | Buy |
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|
2016
Q2 | $2.35M | Sell |
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|
2016
Q1 | $2.78M | Sell |
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|
2015
Q4 | $2.84M | Buy |
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|
2015
Q3 | $2.26M | Buy |
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|
2015
Q2 | $1.89M | Sell |
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|
2015
Q1 | $1.88M | Buy |
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|
2014
Q4 | $1.78M | Buy |
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|
2014
Q3 | $1.33M | Sell |
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|
2014
Q2 | $1.33M | Sell |
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|
2014
Q1 | $1.4M | Buy |
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|
2013
Q4 | $1.23M | Buy |
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|
2013
Q3 | $940 | Sell |
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|
2013
Q2 | $1.02M | Buy |
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