4J 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 | $374K | Sell |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | $266K | Hold |
|
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|
2024
Q2 | $254K | Sell |
|
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|
2024
Q1 | $273K | Buy |
|
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|
2023
Q4 | $254K | Hold |
|
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|
2023
Q3 | $224K | Buy |
|
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|
2023
Q2 | $229K | Hold |
|
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|
2023
Q1 | $217K | Sell |
|
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|
2022
Q4 | $202K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $241K | Sell |
|
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $248K | Buy |
|