AllSquare 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 | $291K | Sell |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $174K | Hold |
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|
2024
Q1 | $185K | Sell |
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|
2023
Q4 | $180K | Hold |
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|
2023
Q3 | $159K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $144K | Hold |
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|
2022
Q3 | $123K | Hold |
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|
2022
Q2 | $136K | Hold |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $144K | Sell |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $185K | Buy |
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|
2020
Q4 | $190K | Buy |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $119K | Sell |
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|
2020
Q1 | $112K | Hold |
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|
2019
Q4 | $131K | Sell |
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|
2019
Q3 | $126K | Sell |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $118K | Hold |
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|
2018
Q4 | $100K | Buy |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | $61K | Buy |
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|
2018
Q1 | $42K | Buy |
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|
2017
Q4 | $34K | Hold |
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|
2017
Q3 | $32K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $62K | Hold |
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|
2016
Q3 | $65K | Hold |
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|
2016
Q2 | $59K | Hold |
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|
2016
Q1 | $60K | Buy |
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|
2015
Q4 | $58K | Buy |
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|
2015
Q3 | $52K | Buy |
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|
2015
Q2 | $42K | Hold |
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|
2015
Q1 | $41K | Buy |
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|
2014
Q4 | $40K | Buy |
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