Halbert Hargrove Global 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 | $268K | Buy |
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|
2025
Q2 | $266K | Buy |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $137K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $853K | Buy |
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|
2020
Q2 | $612K | Buy |
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|
2020
Q1 | $495K | Sell |
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|
2019
Q4 | $599K | Sell |
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|
2019
Q3 | $594K | Sell |
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|
2019
Q2 | $612K | Sell |
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|
2019
Q1 | $555K | Sell |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $563K | Sell |
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|
2018
Q2 | $514K | Sell |
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|
2018
Q1 | $474K | Buy |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $384K | Sell |
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|
2017
Q2 | $360K | Sell |
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|
2017
Q1 | $390K | Sell |
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|
2016
Q4 | $344K | Buy |
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|
2016
Q3 | $361K | Sell |
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|
2016
Q2 | $356K | Sell |
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|
2016
Q1 | $403K | Sell |
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|
2015
Q4 | $502K | Sell |
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|
2015
Q3 | $580K | Sell |
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|
2015
Q2 | $1.17M | Sell |
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|
2015
Q1 | $1.19M | Buy |
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|
2014
Q4 | $711K | Buy |
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|
2014
Q3 | $546K | Sell |
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|
2014
Q2 | $780K | Sell |
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|
2014
Q1 | $801K | Sell |
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|
2013
Q4 | $877K | Sell |
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|
2013
Q3 | $911K | Sell |
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|
2013
Q2 | $896K | Buy |
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