Steward Partners Investment Advisory’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 | $99.1M | Buy |
|
|||||
|
2025
Q1 | $94.7M | Sell |
|
|||||
|
2024
Q4 | $85.7M | Sell |
|
|||||
|
2024
Q3 | $77.2M | Buy |
|
|||||
|
2024
Q2 | $62.6M | Buy |
|
|||||
|
2024
Q1 | $64.8M | Buy |
|
|||||
|
2023
Q4 | $48.9M | Buy |
|
|||||
|
2023
Q3 | $42.4M | Buy |
|
|||||
|
2023
Q2 | $41.9M | Buy |
|
|||||
|
2023
Q1 | $37.7M | Buy |
|
|||||
|
2022
Q4 | $34.5M | Sell |
|
|||||
|
2022
Q3 | $30.2M | Buy |
|
|||||
|
2022
Q2 | $30M | Sell |
|
|||||
|
2022
Q1 | $34M | Buy |
|
|||||
|
2021
Q4 | $32.5M | Buy |
|
|||||
|
2021
Q3 | $29.8M | Buy |
|
|||||
|
2021
Q2 | $27.7M | Sell |
|
|||||
|
2021
Q1 | $27.3M | Buy |
|
|||||
|
2020
Q4 | $24.7M | Sell |
|
|||||
|
2020
Q3 | $22.8M | Buy |
|
|||||
|
2020
Q2 | $20M | Buy |
|
|||||
|
2020
Q1 | $16.1M | Sell |
|
|||||
|
2019
Q4 | $26.7M | Buy |
|
|||||
|
2019
Q3 | $23.5M | Buy |
|
|||||
|
2019
Q2 | $19.6M | Buy |
|
|||||
|
2019
Q1 | $17.5M | Buy |
|
|||||
|
2018
Q4 | $14.4M | Buy |
|
|||||
|
2018
Q3 | $11.4M | Buy |
|
|||||
|
2018
Q2 | $8.72M | Buy |
|
|||||
|
2018
Q1 | $5.59M | Buy |
|
|||||
|
2017
Q4 | $4.33M | Buy |
|
|||||
|
2017
Q3 | $1.53M | Buy |
|
|||||
|
2017
Q2 | $729K | Buy |
|
|||||
|
2017
Q1 | $657K | Buy |
|