Walter & Keenan 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 | $6.82M | Buy |
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|
2025
Q1 | $6.58M | Buy |
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|
2024
Q4 | $5.85M | Sell |
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|
2024
Q3 | $5.09M | Buy |
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|
2024
Q2 | $4.39M | Buy |
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|
2024
Q1 | $4.63M | Buy |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $3.71M | Buy |
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|
2023
Q1 | $3.49M | Sell |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $3.31M | Sell |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.54M | Sell |
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|
2021
Q3 | $3.74M | Sell |
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|
2021
Q2 | $3.99M | Hold |
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|
2021
Q1 | $3.62M | Sell |
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|
2020
Q4 | $3.85M | Buy |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $3.4M | Buy |
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|
2020
Q1 | $526K | Sell |
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|
2019
Q4 | $2.94M | Sell |
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|
2019
Q3 | $3.05M | Sell |
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|
2019
Q2 | $3.25M | Sell |
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|
2019
Q1 | $2.96M | Sell |
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|
2018
Q4 | $2.55M | Buy |
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|
2018
Q3 | $2.87K | Hold |
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|
2018
Q2 | $2.54M | Hold |
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|
2018
Q1 | $2.29M | Hold |
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|
2017
Q4 | $2.18M | Hold |
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|
2017
Q3 | $2.02M | Buy |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $1.67M | Buy |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $901K | Buy |
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|
2016
Q2 | $682K | Hold |
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|
2016
Q1 | $704K | Buy |
|