Westside 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 | $397K | Buy |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $174K | Hold |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $159K | Sell |
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|
2023
Q1 | $156K | Sell |
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|
2022
Q4 | $147 | Buy |
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|
2022
Q3 | $98 | Hold |
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|
2022
Q2 | $109 | Sell |
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|
2022
Q1 | $128 | Hold |
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|
2021
Q4 | $125 | Hold |
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|
2021
Q3 | $129 | Hold |
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|
2021
Q2 | $135 | Hold |
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|
2021
Q1 | $122 | Sell |
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|
2020
Q4 | $137 | Buy |
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|
2020
Q3 | $110 | Hold |
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|
2020
Q2 | $106 | Hold |
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|
2020
Q1 | $88 | Buy |
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|
2019
Q2 | $257 | Buy |
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|
2018
Q4 | $195K | Sell |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $216K | Buy |
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|
2018
Q1 | $180K | Sell |
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|
2017
Q4 | $193K | Sell |
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|
2017
Q3 | $180K | Hold |
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|
2017
Q2 | $160K | Buy |
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|
2017
Q1 | $146K | Buy |
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|
2016
Q4 | $69.7K | Buy |
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