Asset Allocation & Management Company’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
$526K Buy
2025
Q1
$403K Hold
2024
Q4
$363K Buy
2023
Q1
Sell
2022
Q4
$239K Sell
2022
Q3
$205K Buy
2022
Q2
$226K Hold
2022
Q1
$255K Hold
2021
Q4
$249K Buy
2020
Q1
Sell
2019
Q4
$384K Buy