Kurt F. Somerville’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 | $2.11M | Hold |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $1.91M | Hold |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.52M | Hold |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.24M | Hold |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.41M | Hold |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $964K | Hold |
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|
2018
Q4 | $815K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $972K | Sell |
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|
2018
Q1 | $903K | Sell |
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|
2017
Q4 | $895K | Sell |
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|
2017
Q3 | $973K | Hold |
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|
2017
Q2 | $866K | Hold |
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|
2017
Q1 | $822K | Hold |
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|
2016
Q4 | $720K | Hold |
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|
2016
Q3 | $764K | Buy |
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|
2016
Q2 | $370K | Hold |
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|
2016
Q1 | $382K | Sell |
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|
2015
Q4 | $427K | Buy |
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|
2015
Q3 | $323K | Buy |
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|
2015
Q2 | $287K | Sell |
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|
2015
Q1 | $285K | Hold |
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|
2014
Q4 | $286K | Buy |
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