Waverly 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
Q2 | $40.2M | Sell |
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|
2025
Q1 | $40.5M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $12.9M | Sell |
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|
2024
Q2 | $12.5M | Buy |
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|
2024
Q1 | $9.5M | Buy |
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|
2023
Q4 | $5.91M | Buy |
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|
2023
Q3 | $3.35M | Buy |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $848K | Buy |
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|
2022
Q4 | $764K | Buy |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $631K | Buy |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $695K | Buy |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $762K | Sell |
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|
2021
Q1 | $795K | Buy |
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|
2020
Q4 | $627K | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $552K | Buy |
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|
2020
Q1 | $449K | Buy |
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|
2019
Q4 | $476K | Sell |
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|
2019
Q3 | $425K | Sell |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | $375K | Sell |
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|
2018
Q4 | $517K | Sell |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $730K | Buy |
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|
2018
Q1 | $646K | Sell |
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|
2017
Q4 | $2.26M | Buy |
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|
2017
Q3 | $2.06M | Sell |
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|
2017
Q2 | $1.92M | Buy |
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|
2017
Q1 | $1.64M | Buy |
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|
2016
Q4 | $525K | Buy |
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|
2016
Q3 | $474K | Buy |
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|
2016
Q2 | $293K | Sell |
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|
2016
Q1 | $309K | Sell |
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|
2015
Q4 | $429K | Buy |
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|
2015
Q3 | $118K | Hold |
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|
2015
Q2 | $114K | Sell |
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|
2015
Q1 | $118K | Sell |
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|
2014
Q4 | $140K | Buy |
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|
2014
Q3 | $98K | Buy |
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|
2014
Q2 | $90K | Buy |
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|
2014
Q1 | $68K | Sell |
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|
2013
Q4 | $412K | Buy |
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|
2013
Q3 | $345K | Hold |
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|
2013
Q2 | $329K | Buy |
|