Waverton Investment 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 | $328M | Buy |
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|
2025
Q1 | $318M | Sell |
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|
2024
Q4 | $288M | Sell |
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|
2024
Q3 | $253M | Buy |
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|
2024
Q2 | $231M | Buy |
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|
2024
Q1 | $236M | Buy |
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|
2023
Q4 | $216M | Buy |
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|
2023
Q3 | $189M | Buy |
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|
2023
Q2 | $195M | Buy |
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|
2023
Q1 | $178M | Sell |
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|
2022
Q4 | $174M | Buy |
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|
2022
Q3 | $143M | Buy |
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|
2022
Q2 | $143M | Buy |
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|
2022
Q1 | $143M | Buy |
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|
2021
Q4 | $134M | Buy |
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|
2021
Q3 | $128M | Buy |
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|
2021
Q2 | $130M | Buy |
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|
2021
Q1 | $111M | Buy |
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|
2020
Q4 | $89.3M | Sell |
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|
2020
Q3 | $85.3M | Buy |
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|
2020
Q2 | $80.7M | Sell |
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|
2020
Q1 | $69.3M | Sell |
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|
2019
Q4 | $84.5M | Sell |
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|
2019
Q3 | $84.8M | Sell |
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|
2019
Q2 | $125M | Buy |
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|
2019
Q1 | $109M | Sell |
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|
2018
Q4 | $94.6M | Sell |
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|
2018
Q3 | $114M | Buy |
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|
2018
Q2 | $99.8M | Sell |
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|
2018
Q1 | $91.6M | Sell |
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|
2017
Q4 | $90.9M | Buy |
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|
2017
Q3 | $72.5M | Buy |
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|
2017
Q2 | $45.7M | Buy |
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|
2017
Q1 | $33.5M | Buy |
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|
2016
Q4 | $3.1M | Buy |
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|
2016
Q3 | $2.51M | Sell |
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|
2016
Q2 | $2.36M | Buy |
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|
2016
Q1 | $2.39M | Sell |
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|
2015
Q4 | $3.03M | Sell |
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|
2015
Q3 | $3.41M | Sell |
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|
2015
Q2 | $3.34M | Hold |
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|
2015
Q1 | $3.26M | Sell |
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|
2014
Q4 | $3.32M | Hold |
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|
2014
Q3 | $2.7M | Hold |
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|
2014
Q2 | $2.67M | Sell |
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|
2014
Q1 | $2.76M | Hold |
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|
2013
Q4 | $2.85M | Buy |
|