Jackson Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.81M | Buy |
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|
2025
Q2 | $4.95M | Sell |
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|
2025
Q1 | $5.01M | Sell |
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|
2024
Q4 | $4.61M | Buy |
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|
2024
Q3 | $3.99M | Buy |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | $3.38M | Buy |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $8.83M | Sell |
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|
2021
Q4 | $9.22M | Buy |
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|
2021
Q3 | $111K | Sell |
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|
2021
Q2 | $7K | Buy |
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|
2021
Q1 | $8.28M | Buy |
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|
2020
Q4 | $8.04M | Buy |
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|
2020
Q3 | $6.74M | Buy |
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|
2020
Q2 | $5.92M | Buy |
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|
2020
Q1 | $5.31M | Sell |
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|
2019
Q4 | $9.48M | Sell |
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|
2019
Q3 | $8.18M | Buy |
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|
2019
Q2 | $6.58M | Buy |
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|
2019
Q1 | $5.71M | Sell |
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|
2018
Q4 | $4.69M | Sell |
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|
2018
Q3 | $7.24M | Buy |
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|
2018
Q2 | $6.8M | Buy |
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|
2018
Q1 | $5.49M | Buy |
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|
2017
Q4 | $5.09M | Buy |
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|
2017
Q3 | $4.49M | Buy |
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|
2017
Q2 | $3.75M | Buy |
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|
2017
Q1 | $1.96M | Buy |
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|
2016
Q4 | $1.76M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $311K | Buy |
|