Allworth Financial’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 | $49.9M | Buy |
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|
2025
Q1 | $39M | Buy |
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|
2024
Q4 | $37.1M | Buy |
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|
2024
Q3 | $17.6M | Sell |
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|
2024
Q2 | $17.4M | Buy |
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|
2024
Q1 | $16.6M | Buy |
|
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $12.2M | Buy |
|
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $10.3M | Buy |
|
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|
2022
Q4 | $9.44M | Sell |
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|
2022
Q3 | $8.16M | Buy |
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|
2022
Q2 | $8.93M | Buy |
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|
2022
Q1 | $9.02M | Buy |
|
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.08M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $992K | Sell |
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|
2020
Q2 | $970K | Sell |
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|
2020
Q1 | $874K | Sell |
|
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|
2019
Q4 | $1.03M | Buy |
|
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|
2019
Q3 | $762K | Sell |
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|
2019
Q2 | $898K | Buy |
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|
2019
Q1 | $560K | Buy |
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|
2018
Q4 | $302K | Buy |
|
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|
2018
Q3 | $252K | Buy |
|
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|
2018
Q2 | $94K | Sell |
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|
2018
Q1 | $86K | Sell |
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|
2017
Q4 | $82K | Buy |
|
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|
2017
Q3 | $75K | Buy |
|
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|
2017
Q2 | $45K | Sell |
|
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|
2017
Q1 | $51K | Sell |
|
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|
2016
Q4 | $125K | Sell |
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|
2016
Q3 | $149K | Buy |
|
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|
2016
Q2 | $128K | Buy |
|
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|
2016
Q1 | $125K | Buy |
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|
2015
Q4 | $49K | Hold |
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|
2015
Q3 | $44K | Buy |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $14K | Buy |
|