Wendell David Associates’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 | $6.98M | Sell |
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|
2025
Q1 | $6.92M | Sell |
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|
2024
Q4 | $6.28M | Sell |
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|
2024
Q3 | $5.56M | Buy |
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|
2024
Q2 | $5.2M | Sell |
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|
2024
Q1 | $5.56M | Sell |
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|
2023
Q4 | $5.21M | Buy |
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|
2023
Q3 | $4.54M | Buy |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $4.21M | Sell |
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|
2022
Q4 | $3.92M | Buy |
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|
2022
Q3 | $3.32M | Buy |
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|
2022
Q2 | $3.67M | Buy |
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|
2022
Q1 | $4.11M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $4.11M | Sell |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $3.81M | Buy |
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|
2020
Q3 | $3.32M | Sell |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $2.69M | Buy |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $2.64M | Buy |
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|
2019
Q2 | $2.5M | Buy |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $1.82M | Buy |
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|
2018
Q3 | $2M | Sell |
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|
2018
Q2 | $1.77M | Buy |
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|
2018
Q1 | $1.58M | Sell |
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|
2017
Q4 | $1.57M | Buy |
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|
2017
Q3 | $1.35M | Buy |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $811K | Buy |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $351K | Sell |
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|
2016
Q2 | $331K | Sell |
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|
2016
Q1 | $464K | Buy |
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|
2015
Q4 | $462K | Buy |
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|
2015
Q3 | $408K | Buy |
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|
2015
Q2 | $343K | Buy |
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|
2015
Q1 | $329K | Hold |
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|
2014
Q4 | $331K | Buy |
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|
2014
Q3 | $259K | Hold |
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|
2014
Q2 | $256K | Buy |
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|
2014
Q1 | $257K | Buy |
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