Stockman Wealth Management’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 | $1.05M | Sell |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $952K | Buy |
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|
2024
Q3 | $824K | Sell |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $644K | Buy |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $549K | Buy |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $224K | Hold |
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|
2019
Q3 | $205K | Hold |
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|
2019
Q2 | $207K | Buy |
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