AE 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 | $79.3M | Buy |
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|
2025
Q1 | $62.7M | Sell |
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|
2024
Q4 | $57M | Buy |
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|
2024
Q3 | $48.2M | Sell |
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|
2024
Q2 | $47M | Buy |
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|
2024
Q1 | $40.3M | Sell |
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|
2023
Q4 | $69.8M | Buy |
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|
2023
Q3 | $51M | Buy |
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|
2023
Q2 | $50.8M | Buy |
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|
2023
Q1 | $39M | Buy |
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|
2022
Q4 | $33.6M | Sell |
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|
2022
Q3 | $29.5M | Buy |
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|
2022
Q2 | $30.1M | Sell |
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|
2022
Q1 | $35M | Sell |
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|
2021
Q4 | $47M | Sell |
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|
2021
Q3 | $51.8M | Buy |
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|
2021
Q2 | $52.2M | Buy |
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|
2021
Q1 | $47M | Buy |
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|
2020
Q4 | $43.2M | Buy |
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|
2020
Q3 | $35.8M | Buy |
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|
2020
Q2 | $32.1M | Buy |
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|
2020
Q1 | $21.9M | Buy |
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|
2019
Q4 | $22.5M | Buy |
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|
2019
Q3 | $18.3M | Buy |
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|
2019
Q2 | $17.4M | Buy |
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|
2019
Q1 | $2.86M | Buy |
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|
2018
Q4 | $1.75M | Sell |
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|
2018
Q3 | $2.48M | Buy |
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|
2018
Q2 | $1.6M | Buy |
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|
2018
Q1 | $968K | Buy |
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|
2017
Q4 | $726K | Sell |
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|
2017
Q3 | $867K | Buy |
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|
2017
Q2 | $648K | Buy |
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|
2017
Q1 | $253K | Buy |
|