McElhenny Sheffield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $466K | Sell |
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|
2025
Q2 | $833K | Sell |
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|
2025
Q1 | $846K | Buy |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $792K | Sell |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $626K | Sell |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $31.2K | Buy |
|