B. Riley 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 | $8.99M | Buy |
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|
2024
Q4 | $13.8M | Sell |
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|
2024
Q3 | $14.7M | Sell |
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|
2024
Q2 | $16.8M | Sell |
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|
2024
Q1 | $22.7M | Buy |
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|
2023
Q4 | $23.7M | Sell |
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|
2023
Q3 | $22.7M | Buy |
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|
2023
Q2 | $22.6M | Sell |
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|
2023
Q1 | $22.5M | Buy |
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|
2022
Q4 | $20.2M | Sell |
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|
2022
Q3 | $17.3M | Buy |
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|
2022
Q2 | $13.8M | Sell |
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|
2022
Q1 | $17.6M | Sell |
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|
2021
Q4 | $19M | Buy |
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|
2021
Q3 | $18.3M | Buy |
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|
2021
Q2 | $18.1M | Buy |
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|
2021
Q1 | $16.2M | Buy |
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|
2020
Q4 | $12.1M | Sell |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $9.93M | Sell |
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|
2020
Q1 | $8.87M | Buy |
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|
2019
Q4 | $6.9M | Buy |
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|
2019
Q3 | $6.31M | Sell |
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|
2019
Q2 | $6.94M | Buy |
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|
2019
Q1 | $5.65M | Buy |
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|
2018
Q4 | $4.48M | Sell |
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|
2018
Q3 | $5.1M | Sell |
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|
2018
Q2 | $4.64M | Buy |
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|
2018
Q1 | $3.96M | Buy |
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|
2017
Q4 | $3.63M | Sell |
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|
2017
Q3 | $5.41M | Buy |
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|
2017
Q2 | $2.44M | Buy |
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|
2017
Q1 | $2.24M | Buy |
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|
2016
Q4 | $1.86M | Buy |
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|
2016
Q3 | $1.9M | Buy |
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|
2016
Q2 | $1.39M | Buy |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.47M | Buy |
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|
2015
Q3 | $1.31M | Buy |
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|
2015
Q2 | $987K | Sell |
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|
2015
Q1 | $1.12M | Sell |
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|
2014
Q4 | $7.96K | Buy |
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|
2014
Q3 | $955K | Sell |
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|
2014
Q2 | $962K | Buy |
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|
2014
Q1 | $994K | Buy |
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|
2013
Q4 | $845K | Buy |
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|
2013
Q3 | $666K | Sell |
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|
2013
Q2 | $754K | Buy |
|