Morningstar Investment Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.53M | Sell |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $133M | Sell |
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|
2024
Q2 | $130M | Sell |
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|
2024
Q1 | $137M | Sell |
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|
2023
Q4 | $259M | Buy |
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|
2023
Q3 | $117M | Sell |
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|
2023
Q2 | $118M | Sell |
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|
2023
Q1 | $116M | Sell |
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|
2022
Q4 | $113M | Sell |
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|
2022
Q3 | $112M | Sell |
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|
2022
Q2 | $112M | Sell |
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|
2022
Q1 | $139M | Buy |
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|
2021
Q4 | $133M | Buy |
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|
2021
Q3 | $136M | Buy |
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|
2021
Q2 | $140M | Buy |
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|
2021
Q1 | $123M | Sell |
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|
2020
Q4 | $127M | Buy |
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|
2020
Q3 | $114M | Buy |
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|
2020
Q2 | $108M | Buy |
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|
2020
Q1 | $91.1M | Sell |
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|
2019
Q4 | $109M | Buy |
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|
2019
Q3 | $99.3M | Buy |
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|
2019
Q2 | $99.6M | Sell |
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|
2019
Q1 | $99.6M | Buy |
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|
2018
Q4 | $83.8M | Sell |
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|
2018
Q3 | $105M | Sell |
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|
2018
Q2 | $110M | Buy |
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|
2018
Q1 | $99M | Sell |
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|
2017
Q4 | $104M | Buy |
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|
2017
Q3 | $88.6M | Buy |
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|
2017
Q2 | $71.5M | Buy |
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|
2017
Q1 | $56M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $26.7M | Buy |
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|
2016
Q2 | $21.7M | Buy |
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|
2016
Q1 | $21.9M | Buy |
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|
2015
Q4 | $18.3M | Sell |
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|
2015
Q3 | $18.4M | Buy |
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|
2015
Q2 | $16.1M | Buy |
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|
2015
Q1 | $13M | Buy |
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|
2014
Q4 | $10.7M | Buy |
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|
2014
Q3 | $7.83M | Buy |
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