Caerus Investment 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 | $456K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $406K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $279K | Buy |
|