Smith Shellnut Wilson’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 | $608K | Sell |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $541K | Buy |
|
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|
2024
Q3 | $453K | Buy |
|
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|
2024
Q2 | $428K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $361K | Hold |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $284K | Hold |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $349K | Buy |
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