Steel Grove 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
Q2 | $783K | Buy |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $708K | Buy |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $918K | Buy |
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|
2023
Q4 | $759K | Sell |
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|
2023
Q3 | $908K | Sell |
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|
2023
Q2 | $939K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $807K | Buy |
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|
2022
Q2 | $842K | Buy |
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|
2022
Q1 | $822K | Buy |
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|
2021
Q4 | $736K | Buy |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $751K | Buy |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $2.99M | Hold |
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|
2018
Q3 | $3.4M | Sell |
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|
2018
Q2 | $3.23M | Buy |
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|
2018
Q1 | $2.91M | Sell |
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|
2017
Q4 | $2.79M | Sell |
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|
2017
Q3 | $3.07M | Buy |
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|
2017
Q2 | $2.58M | Sell |
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|
2017
Q1 | $2.9M | Buy |
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|
2016
Q4 | $2.49M | Buy |
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|
2016
Q3 | $1.55M | Hold |
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|
2016
Q2 | $1.39M | Hold |
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|
2016
Q1 | $1.43M | Sell |
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|
2015
Q4 | $1.5M | Sell |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $1.03M | Buy |
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