Schwartz Investment Counsel’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 | $502K | Hold |
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|
2025
Q2 | $522K | Hold |
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|
2025
Q1 | $515K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $404K | Hold |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $280K | Hold |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $84.2M | Sell |
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|
2022
Q1 | $95.7M | Sell |
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|
2021
Q4 | $93.9M | Sell |
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|
2021
Q3 | $97.4M | Hold |
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|
2021
Q2 | $102M | Sell |
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|
2021
Q1 | $92.7M | Buy |
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|
2020
Q4 | $95.5M | Buy |
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|
2020
Q3 | $83.1M | Buy |
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|
2020
Q2 | $78.8M | Buy |
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|
2020
Q1 | $64.9M | Buy |
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|
2019
Q4 | $70.4M | Hold |
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|
2019
Q3 | $64.4M | Sell |
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|
2019
Q2 | $65.1M | Hold |
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|
2019
Q1 | $58.5M | Buy |
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|
2018
Q4 | $40.1M | Buy |
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|
2018
Q3 | $25.9M | Buy |
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|
2018
Q2 | $20.6M | Buy |
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|
2018
Q1 | $15.7M | Hold |
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|
2017
Q4 | $14.9M | Hold |
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|
2017
Q3 | $13.8M | Hold |
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|
2017
Q2 | $12.3M | Buy |
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|
2017
Q1 | $6.75M | Buy |
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