Arete 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
Q2 | $7.29M | Sell |
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|
2025
Q1 | $7.47M | Sell |
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|
2024
Q4 | $7.09M | Buy |
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|
2024
Q3 | $5.16M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.4M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.64M | Sell |
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|
2023
Q1 | $5.79M | Buy |
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|
2022
Q4 | $5.05B | Buy |
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|
2022
Q3 | $4.17M | Buy |
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|
2022
Q2 | $1.98M | Sell |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $2.69M | Sell |
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|
2021
Q3 | $2.74M | Sell |
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|
2021
Q2 | $2.36M | Sell |
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|
2021
Q1 | $2.97M | Buy |
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|
2020
Q4 | $3.06M | Sell |
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|
2020
Q3 | $5.05M | Buy |
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|
2020
Q2 | $4.67M | Buy |
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|
2020
Q1 | $3.71M | Sell |
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|
2019
Q4 | $4.42M | Sell |
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|
2019
Q3 | $4.28M | Buy |
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|
2019
Q2 | $4.22M | Sell |
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|
2019
Q1 | $4.02M | Buy |
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|
2018
Q4 | $2.81M | Buy |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $885K | Buy |
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|
2018
Q1 | $530K | Buy |
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|
2017
Q4 | $477K | Buy |
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|
2017
Q3 | $433K | Sell |
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|
2017
Q2 | $399K | Buy |
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|
2017
Q1 | $373K | Buy |
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|
2016
Q4 | $327K | Buy |
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|
2016
Q3 | $329K | Buy |
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|
2016
Q2 | $295K | Sell |
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|
2016
Q1 | $423K | Sell |
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|
2015
Q4 | $3.66M | Buy |
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|
2015
Q3 | $315K | Buy |
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|
2015
Q2 | $264K | Buy |
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|
2015
Q1 | $256K | Hold |
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|
2014
Q4 | $257K | Hold |
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|
2014
Q3 | $209K | Hold |
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|
2014
Q2 | $206K | Hold |
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|
2014
Q1 | $212K | Hold |
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|
2013
Q4 | $218K | Buy |
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