Sullivan, Bruyette, Speros & Blaney’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.84M | Sell |
|
|||||
|
2020
Q4 | $2M | Buy |
|
|||||
|
2020
Q3 | $1.71M | Buy |
|
|||||
|
2020
Q2 | $1.39M | Buy |
|
|||||
|
2020
Q1 | $1.15M | Buy |
|
|||||
|
2019
Q4 | $1.27M | Buy |
|
|||||
|
2019
Q3 | $1.09M | Buy |
|
|||||
|
2019
Q2 | $1.06M | Buy |
|
|||||
|
2019
Q1 | $827K | Buy |
|
|||||
|
2018
Q4 | $576K | Sell |
|
|||||
|
2018
Q3 | $714K | Hold |
|
|||||
|
2018
Q2 | $630K | Hold |
|
|||||
|
2018
Q1 | $569K | Hold |
|
|||||
|
2017
Q4 | $542K | Buy |
|
|||||
|
2017
Q3 | $479K | Buy |
|
|||||
|
2017
Q2 | $386K | Buy |
|
|||||
|
2017
Q1 | $357K | Sell |
|
|||||
|
2016
Q4 | $359K | Buy |
|
|||||
|
2016
Q3 | $378K | Buy |
|