Waldron Private Wealth’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 | $3.22M | Sell |
|
|||||
|
2025
Q1 | $3.23M | Sell |
|
|||||
|
2024
Q4 | $6.12M | Buy |
|
|||||
|
2024
Q3 | $5.27M | Sell |
|
|||||
|
2024
Q2 | $5.04M | Sell |
|
|||||
|
2024
Q1 | $5.49M | Buy |
|
|||||
|
2023
Q4 | $5.04M | Sell |
|
|||||
|
2023
Q3 | $4.46M | Sell |
|
|||||
|
2023
Q2 | $4.67M | Sell |
|
|||||
|
2023
Q1 | $4.9M | Buy |
|
|||||
|
2022
Q4 | $3.43M | Hold |
|
|||||
|
2022
Q3 | $3.43M | Sell |
|
|||||
|
2022
Q2 | $4.02M | Buy |
|
|||||
|
2022
Q1 | $4.26M | Buy |
|
|||||
|
2021
Q4 | $3.87M | Sell |
|
|||||
|
2021
Q3 | $3.99M | Buy |
|
|||||
|
2021
Q2 | $3.67M | Sell |
|
|||||
|
2021
Q1 | $3.42M | Buy |
|
|||||
|
2020
Q4 | $3.48M | Sell |
|
|||||
|
2020
Q3 | $3.2M | Buy |
|
|||||
|
2020
Q2 | $2.91M | Sell |
|
|||||
|
2020
Q1 | $2.91M | Buy |
|
|||||
|
2019
Q4 | $2.5M | Buy |
|
|||||
|
2019
Q3 | $2.25M | Buy |
|
|||||
|
2019
Q2 | $2.11M | Sell |
|
|||||
|
2019
Q1 | $2.03M | Buy |
|
|||||
|
2018
Q4 | $1.19M | Buy |
|
|||||
|
2018
Q3 | $1.16M | Buy |
|
|||||
|
2018
Q2 | $984K | Buy |
|
|||||
|
2018
Q1 | $888K | Buy |
|
|||||
|
2017
Q4 | $786K | Buy |
|
|||||
|
2017
Q3 | $677K | Buy |
|
|||||
|
2017
Q2 | $511K | Sell |
|
|||||
|
2017
Q1 | $791K | Buy |
|
|||||
|
2016
Q4 | $432K | Sell |
|
|||||
|
2016
Q3 | $473K | Sell |
|
|||||
|
2016
Q2 | $531K | Sell |
|
|||||
|
2016
Q1 | $850K | Buy |
|
|||||
|
2015
Q4 | $421K | Sell |
|
|||||
|
2015
Q3 | $396K | Sell |
|
|||||
|
2015
Q2 | $469K | Sell |
|
|||||
|
2015
Q1 | $471K | Sell |
|
|||||
|
2014
Q4 | $592K | Buy |
|
|||||
|
2014
Q3 | $449K | Sell |
|
|||||
|
2014
Q2 | $471K | Sell |
|
|||||
|
2014
Q1 | $493K | Buy |
|
|||||
|
2013
Q4 | $490K | Buy |
|