Nelson 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
Q2 | $10.8M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $9.4M | Sell |
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|
2024
Q3 | $8.34M | Buy |
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|
2024
Q2 | $7.63M | Buy |
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|
2024
Q1 | $8.04M | Sell |
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|
2023
Q4 | $7.57M | Sell |
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|
2023
Q3 | $6.77M | Buy |
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|
2023
Q2 | $6.14M | Sell |
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|
2023
Q1 | $5.93M | Sell |
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|
2022
Q4 | $5.78M | Sell |
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|
2022
Q3 | $5.07M | Sell |
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|
2022
Q2 | $5.68M | Sell |
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|
2022
Q1 | $6.67M | Sell |
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|
2021
Q4 | $6.6M | Buy |
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|
2021
Q3 | $6.77M | Buy |
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|
2021
Q2 | $7.1M | Buy |
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|
2021
Q1 | $6.38M | Sell |
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|
2020
Q4 | $6.89M | Sell |
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|
2020
Q3 | $8.75M | Sell |
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|
2020
Q2 | $8.96M | Sell |
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|
2020
Q1 | $7.49M | Buy |
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|
2019
Q4 | $8.71M | Buy |
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|
2019
Q3 | $7.94M | Sell |
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|
2019
Q2 | $8.12M | Buy |
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|
2019
Q1 | $7.03M | Buy |
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|
2018
Q4 | $323K | Hold |
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|
2018
Q3 | $368K | Buy |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $344K | Sell |
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|
2017
Q4 | $355K | Buy |
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|
2017
Q3 | $326K | Buy |
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