Palisades Hudson 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 | $981K | Hold |
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|
2025
Q2 | $1.02M | Hold |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $804K | Buy |
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|
2024
Q2 | $754K | Hold |
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|
2024
Q1 | $801K | Hold |
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|
2023
Q4 | $748K | Hold |
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|
2023
Q3 | $661K | Hold |
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|
2023
Q2 | $682K | Hold |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $602K | Buy |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $586K | Buy |
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|
2022
Q1 | $637K | Hold |
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|
2021
Q4 | $623K | Buy |
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|
2021
Q3 | $632K | Hold |
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|
2021
Q2 | $663K | Hold |
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|
2021
Q1 | $600K | Hold |
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|
2020
Q4 | $620K | Hold |
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|
2020
Q3 | $567K | Hold |
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|
2020
Q2 | $548K | Hold |
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|
2020
Q1 | $457K | Hold |
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|
2019
Q4 | $533K | Hold |
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|
2019
Q3 | $488K | Hold |
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|
2019
Q2 | $492K | Hold |
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $460K | Hold |
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|
2018
Q3 | $524K | Hold |
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|
2018
Q2 | $462K | Hold |
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|
2018
Q1 | $417K | Hold |
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|
2017
Q4 | $398K | Hold |
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|
2017
Q3 | $367K | Hold |
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|
2017
Q2 | $327K | Hold |
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|
2017
Q1 | $310K | Hold |
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|
2016
Q4 | $272K | Hold |
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|
2016
Q3 | $288K | Hold |
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|
2016
Q2 | $259K | Hold |
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|
2016
Q1 | $267K | Hold |
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|
2015
Q4 | $270K | Hold |
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|
2015
Q3 | $243K | Hold |
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|
2015
Q2 | $234K | Hold |
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|
2015
Q1 | $228K | Hold |
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|
2014
Q4 | $229K | Buy |
|