Trevor, Stewart, Burton & Jacobsen’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$275K Buy
2015
Q3
$150K Sell
2015
Q2
$187K Buy
2014
Q4
Sell
2014
Q3
$668K Sell
2014
Q2
$933K Sell
2014
Q1
$1.1M Buy
2013
Q4
$769K Buy