Groesbeck 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
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.2M | Hold |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $981K | Hold |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $961K | Hold |
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|
2022
Q4 | $886K | Buy |
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|
2022
Q3 | $835K | Hold |
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|
2022
Q2 | $835K | Sell |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $922K | Sell |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.09M | Hold |
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|
2021
Q1 | $985K | Hold |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $916K | Sell |
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|
2020
Q2 | $904K | Hold |
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|
2020
Q1 | $754K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $932K | Buy |
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|
2019
Q2 | $884K | Sell |
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|
2019
Q1 | $846K | Buy |
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|
2018
Q4 | $679K | Sell |
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|
2018
Q3 | $832K | Buy |
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|
2018
Q2 | $700K | Hold |
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|
2018
Q1 | $632K | Sell |
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|
2017
Q4 | $637K | Hold |
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|
2017
Q3 | $588K | Hold |
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|
2017
Q2 | $524K | Hold |
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|
2017
Q1 | $496K | Buy |
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|
2016
Q4 | $420K | Sell |
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|
2016
Q3 | $501K | Buy |
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|
2016
Q2 | $404K | Sell |
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|
2016
Q1 | $5.27M | Sell |
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|
2015
Q4 | $5.64M | Sell |
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|
2015
Q3 | $5.24M | Sell |
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|
2015
Q2 | $5.27M | Buy |
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|
2015
Q1 | $4.96M | Sell |
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|
2014
Q4 | $5.15M | Sell |
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|
2014
Q3 | $4.43M | Sell |
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|
2014
Q2 | $4.85M | Buy |
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|
2014
Q1 | $4.91M | Buy |
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|
2013
Q4 | $2.94M | Buy |
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