Williams Jones Wealth 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 | $392M | Sell |
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|
2025
Q1 | $392M | Sell |
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|
2024
Q4 | $358M | Sell |
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|
2024
Q3 | $316M | Sell |
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|
2024
Q2 | $307M | Sell |
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|
2024
Q1 | $328M | Buy |
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|
2023
Q4 | $299M | Buy |
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|
2023
Q3 | $263M | Buy |
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|
2023
Q2 | $267M | Sell |
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|
2023
Q1 | $254M | Sell |
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|
2022
Q4 | $234M | Sell |
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|
2022
Q3 | $204M | Sell |
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|
2022
Q2 | $228M | Sell |
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|
2022
Q1 | $258M | Sell |
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|
2021
Q4 | $256M | Sell |
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|
2021
Q3 | $277M | Sell |
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|
2021
Q2 | $302M | Sell |
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|
2021
Q1 | $277M | Sell |
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|
2020
Q4 | $289M | Buy |
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|
2020
Q3 | $263M | Sell |
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|
2020
Q2 | $255M | Buy |
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|
2020
Q1 | $209M | Sell |
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|
2019
Q4 | $264M | Sell |
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|
2019
Q3 | $243M | Buy |
|