Perennial Investment Advisors’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
$2.79M Buy
2025
Q1
$2.67M Buy
2024
Q4
$1.99M Buy
2024
Q3
$1.57M Sell
2024
Q2
$1.54M Buy
2024
Q1
$1.53M Sell
2023
Q4
$1.47M Sell
2023
Q3
$1.34M Buy
2023
Q2
$1.37M Buy
2023
Q1
$1.24M Buy
2022
Q4
$691K Buy
2022
Q3
$575K Sell
2022
Q2
$1.48M Sell
2022
Q1
$1.7M Buy
2021
Q4
$1.66M Buy
2021
Q3
$1.53M Buy
2021
Q2
$1.61M Buy
2021
Q1
$1.44M Sell
2020
Q4
$1.51M Buy
2020
Q3
$1.35M Buy
2020
Q2
$391K Buy
2020
Q1
$317K Buy
2019
Q4
$345K Buy