Jackson Grant Investment Advisers’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 | $436K | Hold |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $117K | Hold |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $268K | Buy |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $223K | Sell |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $173K | Hold |
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|
2018
Q2 | $152K | Buy |
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|
2018
Q1 | $138K | Buy |
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|
2017
Q4 | $112K | Hold |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $92K | Hold |
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|
2017
Q1 | $88K | Hold |
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|
2016
Q4 | $77K | Sell |
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|
2016
Q3 | $100K | Buy |
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|
2016
Q2 | $90K | Buy |
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|
2016
Q1 | $92K | Hold |
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|
2015
Q4 | $94K | Buy |
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