Rockefeller Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $179M | Buy |
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|
2017
Q3 | $153M | Buy |
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|
2017
Q2 | $137M | Sell |
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|
2017
Q1 | $148M | Sell |
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|
2016
Q4 | $132M | Buy |
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|
2016
Q3 | $139M | Sell |
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|
2016
Q2 | $133M | Sell |
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|
2016
Q1 | $138M | Buy |
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|
2015
Q4 | $99.8M | Sell |
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|
2015
Q3 | $124M | Buy |
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|
2015
Q2 | $111M | Sell |
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|
2015
Q1 | $127M | Buy |
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|
2014
Q4 | $120M | Buy |
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|
2014
Q3 | $65.2M | Buy |
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|
2014
Q2 | $60M | Buy |
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|
2014
Q1 | $61.1M | Buy |
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|
2013
Q4 | $57.9M | Buy |
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|
2013
Q3 | $841K | Hold |
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|
2013
Q2 | $804K | Buy |
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