J.P. Marvel Investment 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
Q2 | $22.4M | Sell |
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|
2025
Q1 | $22.1M | Sell |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $17.4M | Sell |
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|
2024
Q2 | $16.7M | Hold |
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|
2024
Q1 | $17.7M | Buy |
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|
2023
Q4 | $16.5M | Sell |
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|
2023
Q3 | $14.6M | Sell |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $14.4M | Sell |
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|
2022
Q4 | $13.3M | Hold |
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|
2022
Q3 | $11.4M | Hold |
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|
2022
Q2 | $12.6M | Hold |
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|
2022
Q1 | $14.2M | Hold |
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|
2021
Q4 | $13.9M | Sell |
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|
2021
Q3 | $14.3M | Buy |
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|
2021
Q2 | $14.9M | Hold |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $14M | Buy |
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|
2020
Q3 | $12.7M | Buy |
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|
2020
Q2 | $12.3M | Buy |
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|
2020
Q1 | $10.2M | Sell |
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|
2019
Q4 | $12M | Buy |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q1 | $9.8M | Buy |
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|
2018
Q4 | $7.9M | Buy |
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|
2018
Q2 | $7.97M | Buy |
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