Leonard Rickey Investment Advisors’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 | $975K | Buy |
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|
2025
Q2 | $996K | Buy |
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|
2025
Q1 | $925K | Sell |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $851K | Sell |
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|
2024
Q2 | $815K | Buy |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $519K | Buy |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $548K | Sell |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $513K | Buy |
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|
2020
Q2 | $340K | Buy |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $279K | Buy |
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|
2019
Q3 | $254K | Buy |
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|
2019
Q2 | $255K | Buy |
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|
2019
Q1 | $208K | Buy |
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