Montag & Associates’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 | $25.9M | Sell |
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|
2025
Q1 | $26.5M | Buy |
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|
2024
Q4 | $23.8M | Sell |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $19.9M | Sell |
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|
2024
Q1 | $21.9M | Buy |
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|
2023
Q4 | $20.4M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $14.7M | Sell |
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|
2022
Q4 | $14M | Sell |
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|
2022
Q3 | $12.2M | Sell |
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|
2022
Q2 | $13.7M | Sell |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $13.9M | Sell |
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|
2021
Q3 | $14.8M | Sell |
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|
2021
Q2 | $15.9M | Sell |
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|
2021
Q1 | $14.9M | Sell |
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|
2020
Q4 | $15.6M | Sell |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $15.5M | Sell |
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|
2020
Q1 | $13.9M | Buy |
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|
2019
Q4 | $14.7M | Sell |
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|
2019
Q3 | $14.4M | Sell |
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|
2019
Q2 | $14.8M | Sell |
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|
2019
Q1 | $13.7M | Sell |
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|
2018
Q4 | $12.3M | Buy |
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|
2018
Q3 | $12.5M | Sell |
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|
2018
Q2 | $11.1M | Buy |
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|
2018
Q1 | $8.79M | Buy |
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|
2017
Q4 | $4.81M | Sell |
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|
2017
Q3 | $4.45M | Sell |
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|
2017
Q2 | $3.97M | Sell |
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|
2017
Q1 | $4.08M | Sell |
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|
2016
Q4 | $3.68M | Sell |
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|
2016
Q3 | $4M | Sell |
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|
2016
Q2 | $4.33M | Sell |
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|
2016
Q1 | $4.92M | Sell |
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|
2015
Q4 | $6.48M | Sell |
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|
2015
Q3 | $8.35M | Buy |
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|
2015
Q2 | $1.6M | Buy |
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|
2015
Q1 | $1.25M | Hold |
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|
2014
Q4 | $1.25M | Buy |
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|
2014
Q3 | $771K | Buy |
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|
2014
Q2 | $693K | Sell |
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|
2014
Q1 | $723K | Buy |
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|
2013
Q4 | $708K | Buy |
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