ARS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.43M | Sell |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $2.31M | Buy |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $1.86M | Buy |
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|
2020
Q1 | $1.47M | Sell |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.75M | Sell |
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|
2019
Q2 | $1.81M | Buy |
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|
2019
Q1 | $1.62M | Buy |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.22M | Sell |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $973K | Buy |
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|
2017
Q4 | $884K | Hold |
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|
2017
Q3 | $816K | Buy |
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|
2017
Q2 | $676K | Buy |
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|
2017
Q1 | $641K | Sell |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $607K | Buy |
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|
2016
Q2 | $540K | Buy |
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|
2016
Q1 | $496K | Sell |
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|
2015
Q4 | $547K | Buy |
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|
2015
Q3 | $491K | Buy |
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|
2015
Q2 | $473K | Buy |
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|
2015
Q1 | $428K | Buy |
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|
2014
Q4 | $429K | Sell |
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|
2014
Q3 | $400K | Buy |
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|
2014
Q2 | $395K | Buy |
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