Essex Investment 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 | $41.5K | Hold |
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|
2025
Q1 | $41K | Hold |
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|
2024
Q4 | $37K | Hold |
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|
2024
Q3 | $32.2K | Hold |
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|
2024
Q2 | $30.7K | Sell |
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|
2024
Q1 | $39.4K | Hold |
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|
2023
Q4 | $36.7K | Hold |
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|
2023
Q3 | $32.4K | Hold |
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|
2023
Q2 | $33.5K | Sell |
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|
2023
Q1 | $44.9K | Hold |
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|
2022
Q4 | $41K | Hold |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $47K | Hold |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $3.39M | Sell |
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|
2020
Q1 | $3.74M | Buy |
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|
2019
Q4 | $494K | Buy |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $33K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4.12M | Hold |
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|
2015
Q2 | $3.98M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $389K | Sell |
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|
2013
Q4 | $437K | Hold |
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|
2013
Q3 | $375K | Hold |
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|
2013
Q2 | $358K | Buy |
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