Plancorp LLC’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 | $1.82M | Sell |
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|
2025
Q2 | $2.28M | Sell |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $968K | Buy |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $788K | Buy |
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|
2022
Q4 | $660K | Sell |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $752K | Sell |
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|
2021
Q4 | $739K | Sell |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $746K | Buy |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q3 | $568K | Buy |
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|
2020
Q2 | $516K | Buy |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $644K | Buy |
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|
2019
Q3 | $511K | Buy |
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|
2019
Q2 | $430K | Buy |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $274K | Sell |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $300K | Sell |
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|
2017
Q3 | $286K | Hold |
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|
2017
Q2 | $254K | Buy |
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|
2017
Q1 | $226K | Sell |
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|
2016
Q4 | $204K | Buy |
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