Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.32M | Sell |
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|
2025
Q2 | $5.57M | Buy |
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|
2025
Q1 | $5.44M | Buy |
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|
2024
Q4 | $4.76M | Buy |
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|
2024
Q3 | $4.08M | Buy |
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|
2024
Q2 | $3.82M | Buy |
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|
2024
Q1 | $3.81M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $2.96M | Buy |
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|
2023
Q2 | $3M | Buy |
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.38M | Buy |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $2.34M | Buy |
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|
2021
Q2 | $2.32M | Buy |
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|
2021
Q1 | $2.02M | Buy |
|