Summit Financial’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 | $15M | Buy |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $8.7M | Buy |
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|
2024
Q1 | $6.09M | Buy |
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|
2023
Q4 | $5.34M | Buy |
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|
2023
Q3 | $4.43M | Buy |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $2.18M | Sell |
|
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $2.15M | Buy |
|
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $2.37M | Buy |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $968K | Buy |
|