Tolleson 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
Q2 | $513K | Sell |
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|
2025
Q1 | $984K | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $1.76M | Hold |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.75M | Hold |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.32M | Hold |
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|
2021
Q4 | $2.27M | Hold |
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|
2021
Q3 | $2.33M | Hold |
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|
2021
Q2 | $2.45M | Hold |
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|
2021
Q1 | $2.22M | Hold |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $2.47M | Sell |
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|
2020
Q2 | $2.51M | Hold |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.24M | Buy |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $2.12M | Hold |
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|
2018
Q4 | $1.79M | Buy |
|