Capital Advisory Group Advisory Services’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 | $552K | Buy |
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|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $565K | Hold |
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|
2024
Q4 | $509K | Hold |
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $295K | Sell |
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|
2021
Q1 | $268K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $179K | Sell |
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|
2020
Q2 | $174K | Buy |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $88K | Hold |
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|
2019
Q2 | $88K | Buy |
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|
2019
Q1 | $71K | Buy |
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|
2018
Q4 | $52K | Buy |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $14K | Buy |
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|
2018
Q1 | $8K | Buy |
|