Blodgett 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
Q3 | $626K | Hold |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $872K | Sell |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $857K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $979K | Hold |
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|
2023
Q3 | $865K | Hold |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $724K | Hold |
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|
2022
Q4 | $667K | Hold |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $607K | Sell |
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|
2022
Q1 | $803K | Sell |
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|
2021
Q4 | $887K | Buy |
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