Holt Capital Partners’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 | $1.48M | Hold |
|
|||||
|
2025
Q1 | $1.46M | Buy |
|
|||||
|
2024
Q4 | $1.25M | Hold |
|
|||||
|
2024
Q3 | $1.09M | Hold |
|
|||||
|
2024
Q2 | $1.04M | Sell |
|
|||||
|
2024
Q1 | $1.12M | Buy |
|
|||||
|
2023
Q4 | $1.04M | Hold |
|
|||||
|
2023
Q3 | $919K | Hold |
|
|||||
|
2023
Q2 | $949K | Buy |
|
|||||
|
2023
Q1 | $876K | Sell |
|
|||||
|
2022
Q4 | $811K | Hold |
|
|||||
|
2022
Q3 | $693K | Buy |
|
|||||
|
2022
Q2 | $766K | Hold |
|
|||||
|
2022
Q1 | $863K | Hold |
|
|||||
|
2021
Q4 | $844K | Sell |
|
|||||
|
2021
Q3 | $872K | Hold |
|
|||||
|
2021
Q2 | $915K | Sell |
|
|||||
|
2021
Q1 | $833K | Hold |
|
|||||
|
2020
Q4 | $860K | Buy |
|
|||||
|
2020
Q3 | $735K | Buy |
|
|||||
|
2020
Q2 | $556K | Buy |
|
|||||
|
2020
Q1 | $460K | Hold |
|
|||||
|
2019
Q4 | $536K | Hold |
|
|||||
|
2019
Q3 | $491K | Hold |
|
|||||
|
2019
Q2 | $495K | Hold |
|
|||||
|
2019
Q1 | $445K | Hold |
|
|||||
|
2018
Q4 | $376K | Hold |
|
|||||
|
2018
Q3 | $428K | Hold |
|
|||||
|
2018
Q2 | $378K | Hold |
|
|||||
|
2018
Q1 | $341K | Hold |
|
|||||
|
2017
Q4 | $325K | Hold |
|
|||||
|
2017
Q3 | $300K | Hold |
|
|||||
|
2017
Q2 | $267K | Hold |
|
|||||
|
2017
Q1 | $253K | Buy |
|
|||||
|
2016
Q4 | $203K | Hold |
|
|||||
|
2016
Q3 | $215K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $199K | Hold |
|
|||||
|
2015
Q4 | $202K | Hold |
|
|||||
|
2015
Q3 | $181K | Hold |
|
|||||
|
2015
Q2 | $175K | Hold |
|
|||||
|
2015
Q1 | $170K | Hold |
|
|||||
|
2014
Q4 | $170K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $137K | Hold |
|
|||||
|
2014
Q1 | $140K | Hold |
|
|||||
|
2013
Q4 | $145K | Buy |
|