Summit Trail Advisors’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 | $15.4M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $8.53M | Buy |
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|
2024
Q3 | $5.67M | Buy |
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|
2024
Q2 | $5M | Buy |
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|
2024
Q1 | $5.28M | Buy |
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|
2023
Q4 | $4.34M | Sell |
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|
2023
Q3 | $3.95M | Sell |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $669K | Buy |
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|
2019
Q4 | $633K | Buy |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $215K | Sell |
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|
2019
Q1 | $264K | Sell |
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|
2018
Q4 | $1.77M | Sell |
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|
2018
Q3 | $2.85M | Buy |
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|
2018
Q2 | $2.2M | Sell |
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|
2018
Q1 | $2.54M | Sell |
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|
2017
Q4 | $2.5M | Buy |
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