Accretive 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
Q3 | $1.56M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $904K | Buy |
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|
2023
Q2 | $920K | Buy |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $702K | Sell |
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|
2022
Q1 | $849K | Buy |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $759K | Buy |
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|
2021
Q1 | $634K | Buy |
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|
2020
Q4 | $573K | Buy |
|