Oak Asset 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
Q3 | $5.26M | Sell |
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|
2025
Q2 | $5.82M | Buy |
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|
2025
Q1 | $5.71M | Sell |
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|
2024
Q4 | $5.29M | Sell |
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|
2024
Q3 | $4.62M | Sell |
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|
2024
Q2 | $4.41M | Buy |
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|
2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $4.37M | Sell |
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|
2023
Q3 | $3.88M | Sell |
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|
2023
Q2 | $4.01M | Hold |
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|
2023
Q1 | $3.81M | Sell |
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $3.98M | Buy |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $2.95M | Sell |
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|
2021
Q1 | $2.77M | Sell |
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|
2020
Q4 | $2.87M | Buy |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.54M | Buy |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $2.18M | Hold |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $1.58M | Buy |
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|
2018
Q3 | $1.78M | Buy |
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|
2018
Q2 | $1.54M | Buy |
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|
2018
Q1 | $987K | Sell |
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|
2017
Q4 | $952K | Buy |
|