Venturi 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
Q3 | $22.8M | Buy |
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|
2025
Q2 | $23.3M | Buy |
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|
2025
Q1 | $22.8M | Sell |
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|
2024
Q4 | $22M | Buy |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $5.44M | Buy |
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|
2024
Q1 | $4.89M | Buy |
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|
2023
Q4 | $4.51M | Buy |
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|
2023
Q3 | $3.97M | Sell |
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|
2023
Q2 | $4.16M | Buy |
|
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|
2023
Q1 | $3.84M | Sell |
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|
2022
Q4 | $3.67M | Buy |
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|
2022
Q3 | $3.05M | Buy |
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|
2022
Q2 | $3.12M | Sell |
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|
2022
Q1 | $3.56M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $3.64M | Sell |
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|
2021
Q1 | $3.61M | Sell |
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|
2020
Q4 | $3.77M | Sell |
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|
2020
Q3 | $3.53M | Buy |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.04M | Buy |
|
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|
2019
Q2 | $827K | Sell |
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|
2019
Q1 | $839K | Sell |
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|
2018
Q4 | $759K | Buy |
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|
2018
Q3 | $520K | Hold |
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|
2018
Q2 | $483K | Hold |
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|
2018
Q1 | $413K | Sell |
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|
2017
Q4 | $459K | Buy |
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|
2017
Q3 | $397K | Buy |
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|
2017
Q2 | $351K | Sell |
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|
2017
Q1 | $347K | Buy |
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