9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.2M | Buy |
|
|||||
|
2024
Q2 | $2.09M | Buy |
|
|||||
|
2024
Q1 | $2.16M | Sell |
|
|||||
|
2023
Q4 | $2.09M | Buy |
|
|||||
|
2023
Q3 | $1.53M | Buy |
|
|||||
|
2023
Q2 | $1.54M | Buy |
|
|||||
|
2023
Q1 | $1.26M | Buy |
|
|||||
|
2022
Q4 | $1.16M | Buy |
|
|||||
|
2022
Q3 | $834K | Sell |
|
|||||
|
2022
Q2 | $1M | Buy |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|
|||||
|
2021
Q3 | $932K | Buy |
|
|||||
|
2021
Q2 | $920K | Sell |
|
|||||
|
2021
Q1 | $845K | Buy |
|
|||||
|
2020
Q4 | $724K | Buy |
|
|||||
|
2020
Q3 | $592K | Buy |
|
|||||
|
2020
Q2 | $612K | Buy |
|
|||||
|
2020
Q1 | $429K | Buy |
|
|||||
|
2019
Q4 | $448K | Buy |
|
|||||
|
2019
Q3 | $303K | Buy |
|
|||||
|
2019
Q2 | $302K | Buy |
|
|||||
|
2019
Q1 | $245K | Buy |
|