Loring Wolcott & Coolidge Fiduciary 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
Q2 | $199M | Sell |
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|
2025
Q1 | $190M | Sell |
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|
2024
Q4 | $191M | Sell |
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|
2024
Q3 | $163M | Sell |
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|
2024
Q2 | $158M | Sell |
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|
2024
Q1 | $161M | Sell |
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|
2023
Q4 | $168M | Sell |
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|
2023
Q3 | $152M | Sell |
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|
2023
Q2 | $150M | Sell |
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|
2023
Q1 | $143M | Sell |
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|
2022
Q4 | $134M | Sell |
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|
2022
Q3 | $115M | Sell |
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|
2022
Q2 | $128M | Sell |
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|
2022
Q1 | $144M | Sell |
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|
2021
Q4 | $142M | Buy |
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|
2021
Q3 | $146M | Buy |
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|
2021
Q2 | $152M | Sell |
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|
2021
Q1 | $138M | Sell |
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|
2020
Q4 | $143M | Buy |
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|
2020
Q3 | $131M | Sell |
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|
2020
Q2 | $127M | Sell |
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|
2020
Q1 | $107M | Sell |
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|
2019
Q4 | $125M | Sell |
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|
2019
Q3 | $116M | Buy |
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|
2019
Q2 | $116M | Buy |
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|
2019
Q1 | $104M | Buy |
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|
2018
Q4 | $86.7M | Buy |
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|
2018
Q3 | $97.2M | Buy |
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|
2018
Q2 | $85.4M | Sell |
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|
2018
Q1 | $77.7M | Buy |
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|
2017
Q4 | $72.9M | Sell |
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|
2017
Q3 | $69.4M | Buy |
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|
2017
Q2 | $64.5M | Buy |
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|
2017
Q1 | $55.8M | Buy |
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|
2016
Q4 | $45.6M | Buy |
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|
2016
Q3 | $47.2M | Buy |
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|
2016
Q2 | $41.4M | Buy |
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|
2016
Q1 | $41.3M | Buy |
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|
2015
Q4 | $38.6M | Buy |
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|
2015
Q3 | $30.9M | Hold |
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|
2015
Q2 | $30.9M | Buy |
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|
2015
Q1 | $29.9M | Buy |
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|
2014
Q4 | $27.5M | Sell |
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|
2014
Q3 | $22.7M | Sell |
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|
2014
Q2 | $22.4M | Sell |
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|
2014
Q1 | $24.3M | Buy |
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|
2013
Q4 | $24.9M | Buy |
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|
2013
Q3 | $20.4M | Buy |
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|
2013
Q2 | $18.9M | Buy |
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