Summit Securities Group’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 | $289K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $555K | Buy |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $231K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $827K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $222K | Sell |
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|
2015
Q4 | $977K | Buy |
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|
2015
Q3 | $300K | Sell |
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|
2015
Q2 | $386K | Buy |
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|
2015
Q1 | $328K | Sell |
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|
2014
Q4 | $393K | Buy |
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|
2014
Q3 | $235K | Buy |
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