Whittier Trust’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 | $147M | Buy |
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|
2025
Q1 | $137M | Sell |
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|
2024
Q4 | $137M | Sell |
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|
2024
Q3 | $120M | Sell |
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|
2024
Q2 | $120M | Buy |
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|
2024
Q1 | $125M | Buy |
|
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|
2023
Q4 | $115M | Buy |
|
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|
2023
Q3 | $101M | Buy |
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|
2023
Q2 | $103M | Sell |
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|
2023
Q1 | $102M | Buy |
|
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|
2022
Q4 | $92M | Buy |
|
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|
2022
Q3 | $78.2M | Buy |
|
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|
2022
Q2 | $84.6M | Sell |
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|
2022
Q1 | $97M | Buy |
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|
2021
Q4 | $94.3M | Sell |
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|
2021
Q3 | $97.9M | Sell |
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|
2021
Q2 | $103M | Buy |
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|
2021
Q1 | $93.5M | Sell |
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|
2020
Q4 | $97.8M | Buy |
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|
2020
Q3 | $86.2M | Buy |
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|
2020
Q2 | $82.9M | Buy |
|
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|
2020
Q1 | $65.9M | Sell |
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|
2019
Q4 | $77.2M | Buy |
|
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|
2019
Q3 | $69.2M | Buy |
|
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|
2019
Q2 | $69.6M | Buy |
|
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|
2019
Q1 | $61.4M | Buy |
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|
2018
Q4 | $51.1M | Buy |
|
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|
2018
Q3 | $57M | Buy |
|
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|
2018
Q2 | $50M | Buy |
|
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|
2018
Q1 | $43.7M | Buy |
|
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|
2017
Q4 | $40.5M | Buy |
|
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|
2017
Q3 | $36.6M | Buy |
|
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|
2017
Q2 | $32.2M | Sell |
|
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|
2017
Q1 | $31.1M | Buy |
|
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|
2016
Q4 | $26.7M | Buy |
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|
2016
Q3 | $28.2M | Sell |
|
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|
2016
Q2 | $25.9M | Sell |
|
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|
2016
Q1 | $27.6M | Buy |
|
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|
2015
Q4 | $27.1M | Buy |
|
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|
2015
Q3 | $23.6M | Sell |
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|
2015
Q2 | $22.8M | Buy |
|
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|
2015
Q1 | $21.1M | Buy |
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|
2014
Q4 | $20.3M | Buy |
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|
2014
Q3 | $16.2M | Buy |
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|
2014
Q2 | $15.6M | Buy |
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|
2014
Q1 | $15.6M | Buy |
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|
2013
Q4 | $15.8M | Buy |
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|
2013
Q3 | $12.6M | Buy |
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|
2013
Q2 | $9.21M | Buy |
|