BerganKDV Wealth Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$5.87M Buy
2023
Q1
$5.47M Buy
2022
Q4
$4.67M Buy
2022
Q3
$407K Sell
2022
Q2
$453K Sell
2022
Q1
$512K Sell
2021
Q4
$589K Buy
2021
Q3
$512K Buy
2021
Q2
$482K Hold
2021
Q1
$437K Sell
2020
Q4
$470K Buy
2020
Q3
$370K Hold
2020
Q2
$358K Buy
2020
Q1
$278K Sell
2019
Q4
$362K Buy
2019
Q3
$291K Sell
2019
Q2
$314K Buy
2019
Q1
$280K Hold
2018
Q4
$236K Buy
2018
Q3
$245K Sell
2018
Q2
$217K Buy