Trail Ridge Investment 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
Q3 | $599K | Buy |
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|
2025
Q2 | $579K | Sell |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $727K | Buy |
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|
2024
Q3 | $646K | Sell |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $517K | Buy |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $367K | Buy |
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