Stewart & Patten Company’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $634K | Hold |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $637K | Hold |
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|
2023
Q2 | $658K | Sell |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $555K | Hold |
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|
2022
Q1 | $625K | Buy |
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|
2021
Q4 | $609K | Hold |
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|
2021
Q3 | $626K | Hold |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $600K | Sell |
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|
2020
Q4 | $713K | Buy |
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|
2020
Q3 | $645K | Sell |
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|
2020
Q2 | $624K | Hold |
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|
2020
Q1 | $520K | Buy |
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