Weatherly Asset 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 | $18.1M | Sell |
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|
2025
Q2 | $19.1M | Sell |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $14.5M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $14M | Buy |
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|
2023
Q4 | $12.8M | Sell |
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|
2023
Q3 | $11.5M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $11.3M | Sell |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $8.68M | Sell |
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|
2022
Q2 | $9.62M | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $9.86M | Buy |
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|
2020
Q4 | $9.93M | Buy |
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|
2020
Q3 | $8.93M | Buy |
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|
2020
Q2 | $8.46M | Buy |
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|
2020
Q1 | $6.89M | Buy |
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|
2019
Q4 | $7.51M | Buy |
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|
2019
Q3 | $6.68M | Sell |
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|
2019
Q2 | $6.82M | Buy |
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|
2019
Q1 | $5.57M | Buy |
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|
2018
Q4 | $4.12M | Buy |
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|
2018
Q3 | $3.65M | Buy |
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|
2018
Q2 | $2.42M | Buy |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $822K | Sell |
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|
2017
Q2 | $739K | Buy |
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|
2017
Q1 | $519K | Sell |
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|
2016
Q4 | $469K | Buy |
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|
2016
Q3 | $489K | Sell |
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|
2016
Q2 | $485K | Buy |
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|
2016
Q1 | $417K | Buy |
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|
2015
Q4 | $393K | Buy |
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|
2015
Q3 | $278K | Sell |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $212K | Sell |
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|
2014
Q4 | $223K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $204K | Hold |
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|
2014
Q1 | $210K | Sell |
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|
2013
Q4 | $234K | Hold |
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|
2013
Q3 | $201K | Buy |
|