Kovitz Investment Group Partners’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 | $190M | Sell |
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|
2025
Q1 | $217M | Sell |
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|
2024
Q4 | $207M | Buy |
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|
2024
Q3 | $157M | Sell |
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|
2024
Q2 | $160M | Buy |
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|
2024
Q1 | $162M | Buy |
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|
2023
Q4 | $144M | Buy |
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|
2023
Q3 | $126M | Sell |
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|
2023
Q2 | $165M | Buy |
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|
2023
Q1 | $127M | Buy |
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|
2022
Q4 | $112M | Sell |
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|
2022
Q3 | $97.9M | Buy |
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|
2022
Q2 | $107M | Buy |
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|
2022
Q1 | $121M | Buy |
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|
2021
Q4 | $52.4M | Sell |
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|
2021
Q3 | $69.6M | Buy |
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|
2021
Q2 | $72.8M | Buy |
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|
2021
Q1 | $56.9M | Buy |
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|
2020
Q4 | $41.1M | Buy |
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|
2020
Q3 | $36.5M | Buy |
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|
2020
Q2 | $35.1M | Buy |
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|
2020
Q1 | $27.1M | Buy |
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|
2019
Q4 | $2.39M | Buy |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $1.82M | Sell |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $237K | Sell |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $364 | Sell |
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|
2017
Q3 | $396K | Buy |
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|
2017
Q2 | $290K | Buy |
|