Jacobsen Capital 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 | $1.88M | Sell |
|
|||||
|
2025
Q2 | $1.97M | Buy |
|
|||||
|
2025
Q1 | $1.75M | Buy |
|
|||||
|
2024
Q4 | $1.53M | Sell |
|
|||||
|
2024
Q3 | $1.33M | Sell |
|
|||||
|
2024
Q2 | $1.31M | Buy |
|
|||||
|
2024
Q1 | $1.35M | Buy |
|
|||||
|
2023
Q4 | $1.26M | Sell |
|
|||||
|
2023
Q3 | $1.26M | Sell |
|
|||||
|
2023
Q2 | $1.34M | Buy |
|
|||||
|
2023
Q1 | $1.26M | Sell |
|
|||||
|
2022
Q4 | $1.72M | Sell |
|
|||||
|
2022
Q3 | $1.63M | Sell |
|
|||||
|
2022
Q2 | $2.14M | Sell |
|
|||||
|
2022
Q1 | $2.62M | Buy |
|
|||||
|
2021
Q4 | $2.18M | Buy |
|
|||||
|
2021
Q3 | $2.2M | Buy |
|
|||||
|
2021
Q2 | $2.24M | Buy |
|
|||||
|
2021
Q1 | $1.99M | Buy |
|
|||||
|
2020
Q4 | $1.92M | Hold |
|
|||||
|
2020
Q3 | $1.75M | Sell |
|
|||||
|
2020
Q2 | $1.74M | Buy |
|
|||||
|
2019
Q4 | $1.58M | Sell |
|
|||||
|
2019
Q3 | $1.54M | Sell |
|
|||||
|
2019
Q2 | $1.56M | Buy |
|