Amplius Wealth Advisors’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 | $466K | Sell |
|
|||||
|
2025
Q2 | $1.04M | Buy |
|
|||||
|
2025
Q1 | $809K | Buy |
|
|||||
|
2024
Q4 | $698K | Buy |
|
|||||
|
2024
Q3 | $584K | Sell |
|
|||||
|
2024
Q2 | $562K | Sell |
|
|||||
|
2024
Q1 | $621K | Buy |
|
|||||
|
2023
Q4 | $570K | Buy |
|
|||||
|
2023
Q3 | $495K | Buy |
|
|||||
|
2023
Q2 | $509K | Buy |
|
|||||
|
2023
Q1 | $480K | Buy |
|
|||||
|
2022
Q4 | $402K | Sell |
|
|||||
|
2022
Q3 | $627K | Buy |
|
|||||
|
2022
Q2 | $625K | Sell |
|
|||||
|
2022
Q1 | $742K | Buy |
|
|||||
|
2021
Q4 | $711K | Buy |
|