Richard C. Young & Co’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Sell |
85,924
-41
| -0% | -$14.6K | 3.01% | 4 |
|
|
2025
Q1 | $30.1M | Sell |
85,965
-1,241
| -1% | -$435K | 3.24% | 3 |
|
|
2024
Q4 | $27.6M | Sell |
87,206
-622
| -0.7% | -$197K | 3% | 4 |
|
|
2024
Q3 | $24.1M | Buy |
87,828
+820
| +0.9% | +$225K | 2.64% | 4 |
|
|
2024
Q2 | $22.8M | Buy |
87,008
+946
| +1% | +$248K | 2.78% | 4 |
|
|
2024
Q1 | $24M | Sell |
86,062
-1,218
| -1% | -$340K | 3.02% | 4 |
|
|
2023
Q4 | $22.7M | Buy |
87,280
+784
| +0.9% | +$204K | 3.05% | 3 |
|
|
2023
Q3 | $19.9M | Buy |
86,496
+371
| +0.4% | +$85.3K | 2.83% | 6 |
|
|
2023
Q2 | $20.5M | Buy |
86,125
+972
| +1% | +$231K | 2.81% | 6 |
|
|
2023
Q1 | $19.2M | Sell |
85,153
-829
| -1% | -$187K | 2.64% | 5 |
|
|
2022
Q4 | $17.9M | Buy |
85,982
+229
| +0.3% | +$47.6K | 2.38% | 11 |
|
|
2022
Q3 | $15.2M | Buy |
85,753
+313
| +0.4% | +$55.6K | 2.33% | 11 |
|
|
2022
Q2 | $16.8M | Buy |
85,440
+2,242
| +3% | +$441K | 2.18% | 13 |
|
|
2022
Q1 | $18.5M | Buy |
83,198
+2,348
| +3% | +$521K | 2.36% | 10 |
|
|
2021
Q4 | $17.5M | Sell |
80,850
-2,605
| -3% | -$565K | 2.21% | 14 |
|
|
2021
Q3 | $18.6M | Sell |
83,455
-686
| -0.8% | -$153K | 2.55% | 9 |
|
|
2021
Q2 | $19.7M | Sell |
84,141
-839
| -1% | -$196K | 2.5% | 8 |
|
|
2021
Q1 | $18M | Sell |
84,980
-87
| -0.1% | -$18.4K | 2.39% | 9 |
|
|
2020
Q4 | $18.6M | Sell |
85,067
-984
| -1% | -$215K | 2.83% | 5 |
|
|
2020
Q3 | $17.2M | Buy |
86,051
+424
| +0.5% | +$84.8K | 2.77% | 7 |
|
|
2020
Q2 | $16.5M | Sell |
85,627
-2,768
| -3% | -$535K | 2.76% | 4 |
|
|
2020
Q1 | $14.2M | Buy |
88,395
+371
| +0.4% | +$59.8K | 2.76% | 4 |
|
|
2019
Q4 | $16.5M | Buy |
88,024
+1,238
| +1% | +$233K | 2.76% | 4 |
|
|
2019
Q3 | $14.9M | Buy |
86,786
+528
| +0.6% | +$90.8K | 2.68% | 8 |
|
|
2019
Q2 | $15M | Sell |
86,258
-1,011
| -1% | -$175K | 2.84% | 5 |
|
|
2019
Q1 | $13.6M | Buy |
87,269
+1,696
| +2% | +$265K | 2.6% | 7 |
|
|
2018
Q4 | $11.3M | Sell |
85,573
-1,496
| -2% | -$197K | 2.41% | 11 |
|
|
2018
Q3 | $13.1M | Sell |
87,069
-52
| -0.1% | -$7.81K | 2.49% | 11 |
|
|
2018
Q2 | $11.5M | Buy |
87,121
+136
| +0.2% | +$18K | 2.33% | 14 |
|
|
2018
Q1 | $10.4M | Buy |
86,985
+1,458
| +2% | +$174K | 2.07% | 17 |
|
|
2017
Q4 | $9.75M | Buy |
85,527
+5,174
| +6% | +$590K | 1.84% | 21 |
|
|
2017
Q3 | $8.46M | Buy |
80,353
+9,189
| +13% | +$967K | 1.6% | 27 |
|
|
2017
Q2 | $6.67M | Buy |
+71,164
| New | +$6.67M | 1.31% | 37 |
|