Institutional & Family Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $239K | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $193K | Buy |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $182K | Sell |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $218K | Sell |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $525K | Sell |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $551K | Sell |
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|
2019
Q3 | $512K | Sell |
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|
2019
Q2 | $550K | Buy |
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|
2019
Q1 | $477K | Sell |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q3 | $466K | Buy |
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|
2018
Q2 | $389K | Buy |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $274K | Buy |
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|
2017
Q3 | $241K | Buy |
|