Kings Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $2.09M | Sell |
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|
2020
Q3 | $2.21M | Buy |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $1.43M | Buy |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $91K | Sell |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $53K | Hold |
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|
2018
Q2 | $47K | Hold |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $40K | Sell |
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|
2017
Q3 | $131K | Buy |
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|
2017
Q2 | $51K | Buy |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $22K | Sell |
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|
2016
Q2 | $94K | Hold |
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|
2016
Q1 | $97K | Hold |
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|
2015
Q4 | $99K | Buy |
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|
2015
Q3 | $45K | Hold |
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|
2015
Q2 | $43K | Hold |
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|
2015
Q1 | $42K | Hold |
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|
2014
Q4 | $42K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $167K | Buy |
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