Penn Davis McFarland’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 | $1.2M | Sell |
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|
2025
Q1 | $1.2M | Hold |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $956K | Hold |
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|
2024
Q2 | $912K | Sell |
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|
2024
Q1 | $975K | Sell |
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|
2023
Q4 | $929K | Buy |
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|
2023
Q3 | $805K | Buy |
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|
2023
Q2 | $760K | Buy |
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|
2023
Q1 | $710K | Buy |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $560K | Hold |
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|
2022
Q2 | $620K | Buy |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $753K | Hold |
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|
2021
Q3 | $774K | Hold |
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|
2021
Q2 | $812K | Buy |
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|
2021
Q1 | $712K | Sell |
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|
2020
Q4 | $759K | Sell |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $890K | Hold |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $757K | Hold |
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|
2019
Q2 | $764K | Hold |
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|
2019
Q1 | $687K | Hold |
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|
2018
Q4 | $581K | Hold |
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|
2018
Q3 | $660K | Hold |
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|
2018
Q2 | $583K | Buy |
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