Middleton & Co’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  | $24.8M | Sell | 
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| 
        
          
      
        2025
         Q2  | $26.8M | Sell | 
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| 
        
          
      
        2025
         Q1  | $27.6M | Sell | 
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| 
        
          
      
        2024
         Q4  | $25.8M | Sell | 
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| 
        
          
      
        2024
         Q3  | $22.6M | Sell | 
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| 
        
          
      
        2024
         Q2  | $21.6M | Sell | 
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| 
        
          
      
        2024
         Q1  | $23.7M | Sell | 
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| 
        
          
      
        2023
         Q4  | $22.2M | Sell | 
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| 
        
          
      
        2023
         Q3  | $20.1M | Sell | 
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| 
        
          
      
        2023
         Q2  | $21.3M | Sell | 
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| 
        
          
      
        2023
         Q1  | $20.7M | Sell | 
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| 
        
          
      
        2022
         Q4  | $19.2M | Sell | 
         | 
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| 
        
          
      
        2022
         Q3  | $16.6M | Sell | 
         | 
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| 
        
          
      
        2022
         Q2  | $21.2M | Sell | 
         | 
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| 
        
          
      
        2022
         Q1  | $24.3M | Sell | 
         | 
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| 
        
          
      
        2021
         Q4  | $24M | Buy | 
         | 
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| 
        
          
      
        2021
         Q3  | $24.6M | Sell | 
         | 
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| 
        
          
      
        2021
         Q2  | $26.3M | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $26.2M | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $27.2M | Sell | 
         | 
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| 
        
          
      
        2020
         Q3  | $25M | Buy | 
         | 
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| 
        
          
      
        2020
         Q2  | $23.9M | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $20.1M | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $23.7M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $21.2M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $21.8M | Sell | 
         | 
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| 
        
          
      
        2019
         Q1  | $19.8M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $16.6M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $18.3M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $15.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $13.8M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $14.4M | Buy | 
         | 
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| 
        
          
      
        2017
         Q3  | $13.2M | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $12M | Buy | 
         | 
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| 
        
          
      
        2017
         Q1  | $11.3M | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $10.5M | Sell | 
         | 
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| 
        
          
      
        2016
         Q3  | $11.9M | Sell | 
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| 
        
          
      
        2016
         Q2  | $10.8M | Sell | 
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| 
        
          
      
        2016
         Q1  | $11.3M | Sell | 
         | 
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| 
        
          
      
        2015
         Q4  | $11.6M | Sell | 
         | 
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| 
        
          
      
        2015
         Q3  | $10.6M | Sell | 
         | 
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| 
        
          
      
        2015
         Q2  | $10.3M | Sell | 
         | 
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| 
        
          
      
        2015
         Q1  | $10.2M | Sell | 
         | 
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| 
        
          
      
        2014
         Q4  | $10.4M | Sell | 
         | 
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| 
        
          
      
        2014
         Q3  | $8.63M | Sell | 
         | 
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| 
        
          
      
        2014
         Q2  | $8.56M | Sell | 
         | 
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| 
        
          
      
        2014
         Q1  | $8.8M | Sell | 
         | 
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| 
        
          
      
        2013
         Q4  | $9.43M | Sell | 
         | 
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| 
        
          
      
        2013
         Q3  | $8.28M | Sell | 
         | 
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| 
        
          
      
        2013
         Q2  | $7.92M | Buy | 
         |