Abacus Wealth Partners’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
$402K Sell
2025
Q1
$510K Buy
2024
Q4
$454K Sell
2024
Q3
$461K Buy
2024
Q2
$363K Buy
2024
Q1
$383K Buy
2023
Q3
Sell
2023
Q2
$399K Buy
2023
Q1
$352K Sell
2022
Q4
$326K Buy
2022
Q3
$256K Sell
2022
Q2
$284K Sell
2022
Q1
$518K Sell
2021
Q4
$549K Sell
2021
Q3
$769K Sell
2021
Q2
$946K Buy
2021
Q1
$756K Buy
2020
Q4
$771K Buy