Running Oak Capital’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 | $16.5M | Buy |
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|
2025
Q2 | $17M | Buy |
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|
2025
Q1 | $16.4M | Sell |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $9.41M | Buy |
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|
2023
Q3 | $7.2M | Buy |
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|
2023
Q2 | $7.43M | Buy |
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|
2023
Q1 | $6.4M | Buy |
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|
2022
Q4 | $2.6M | Buy |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $4.39M | Sell |
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|
2020
Q1 | $3.69M | Sell |
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|
2019
Q4 | $4.81M | Buy |
|