Atlas Private 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 | $885K | Buy |
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|
2025
Q1 | $848K | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $607K | Hold |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $574K | Hold |
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|
2023
Q3 | $507K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $46K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $36K | Buy |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $26K | Buy |
|