Running Point Capital 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
Q3 | $728K | Buy |
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|
2025
Q2 | $716K | Sell |
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|
2025
Q1 | $709K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $524K | Sell |
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|
2021
Q4 | $531K | Sell |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $257K | Buy |
|