Nichols & Pratt Advisers’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 | $3.09M | Buy |
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2025
Q1 | $2.6M | Sell |
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2024
Q4 | $2.77M | Sell |
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2024
Q3 | $2.45M | Buy |
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2024
Q2 | $1.48M | Buy |
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2024
Q1 | $1.57M | Sell |
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2023
Q4 | $1.73M | Hold |
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2023
Q3 | $1.53M | Sell |
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2023
Q2 | $1.59M | Buy |
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2023
Q1 | $816K | Sell |
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2022
Q4 | $772K | Hold |
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2022
Q3 | $660K | Sell |
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2022
Q2 | $1.49M | Buy |
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2022
Q1 | $1.64M | Sell |
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2021
Q4 | $1.64M | Buy |
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2021
Q3 | $1.66M | Hold |
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2021
Q2 | $1.69M | Hold |
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2021
Q1 | $1.53M | Hold |
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2020
Q4 | $1.58M | Hold |
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2020
Q3 | $1.44M | Sell |
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2020
Q2 | $1.4M | Sell |
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2020
Q1 | $1.87M | Buy |
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2019
Q4 | $2.09M | Sell |
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2019
Q3 | $2.1M | Sell |
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2019
Q2 | $2.38M | Sell |
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2019
Q1 | $2.15M | Hold |
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2018
Q4 | $1.82M | Buy |
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2018
Q3 | $1.97M | Sell |
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2018
Q2 | $1.83M | Hold |
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2018
Q1 | $1.65M | Hold |
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2017
Q4 | $1.57M | Buy |
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2017
Q3 | $1.43M | Hold |
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2017
Q2 | $1.27M | Buy |
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2017
Q1 | $1.19M | Hold |
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2016
Q4 | $1.04M | Buy |
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2016
Q3 | $1.09M | Hold |
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2016
Q2 | $982K | Hold |
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2016
Q1 | $1.01M | Hold |
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2015
Q4 | $1.03M | Hold |
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2015
Q3 | $923K | Hold |
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2015
Q2 | $889K | Hold |
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2015
Q1 | $867K | Hold |
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2014
Q4 | $869K | Hold |
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2014
Q3 | $707K | Buy |
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2014
Q2 | $674K | Buy |
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