West Oak Capital’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 | $4.25K | Sell |
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|
2025
Q2 | $6.85K | Hold |
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|
2025
Q1 | $6.76K | Sell |
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|
2024
Q4 | $6.23M | Hold |
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|
2024
Q3 | $5.42K | Buy |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $510K | Hold |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $461K | Sell |
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|
2021
Q4 | $475K | Sell |
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|
2021
Q3 | $508K | Sell |
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|
2021
Q2 | $537K | Sell |
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|
2021
Q1 | $492K | Sell |
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|
2020
Q4 | $519K | Sell |
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|
2020
Q3 | $492K | Sell |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $426K | Hold |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $489K | Buy |
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|
2019
Q2 | $469K | Hold |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $449K | Buy |
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|
2018
Q2 | $377K | Sell |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $351K | Hold |
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|
2017
Q3 | $324K | Sell |
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|
2017
Q2 | $337K | Hold |
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|
2017
Q1 | $319K | Buy |
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|
2016
Q4 | $233K | Sell |
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|
2016
Q3 | $256K | Buy |
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|
2016
Q2 | $114K | Buy |
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|
2016
Q1 | $34K | Sell |
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|
2015
Q4 | $90.6K | Hold |
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|
2015
Q3 | $81.4K | Hold |
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|
2015
Q2 | $78.4K | Buy |
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|
2015
Q1 | $56.8K | Hold |
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|
2014
Q4 | $56.9K | Buy |
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|
2014
Q3 | $15.1K | Hold |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $15.3K | Hold |
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|
2013
Q4 | $15.8K | Hold |
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|
2013
Q3 | $13.6K | Buy |
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|
2013
Q2 | $6.58K | Buy |
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