Heritage Trust’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 | $12.6M | Sell |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $9.25M | Sell |
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|
2023
Q2 | $9.66M | Buy |
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|
2023
Q1 | $9.13M | Sell |
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|
2022
Q4 | $8.53M | Buy |
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|
2022
Q3 | $7.17M | Sell |
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|
2022
Q2 | $7.96M | Sell |
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|
2022
Q1 | $9.1M | Buy |
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|
2021
Q4 | $8.33M | Buy |
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|
2021
Q3 | $7.76M | Buy |
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|
2021
Q2 | $7.87M | Buy |
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|
2021
Q1 | $6.67M | Buy |
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|
2020
Q4 | $6.5M | Sell |
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|
2020
Q3 | $6.01M | Sell |
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|
2020
Q2 | $5.98M | Buy |
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|
2020
Q1 | $4.69M | Buy |
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|
2019
Q4 | $4.73M | Buy |
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|
2019
Q3 | $4.28M | Buy |
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|
2019
Q2 | $3.9M | Buy |
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|
2019
Q1 | $3.5M | Buy |
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|
2018
Q4 | $754K | Sell |
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|
2018
Q3 | $887K | Sell |
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|
2018
Q2 | $789K | Buy |
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|
2018
Q1 | $684K | Sell |
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|
2017
Q4 | $658K | Sell |
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|
2017
Q3 | $701K | Buy |
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|
2017
Q2 | $424K | Buy |
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|
2017
Q1 | $265K | Buy |
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