Carolina 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 | $24.2K | Hold |
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|
2025
Q2 | $25.2K | Hold |
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|
2025
Q1 | $24.9K | Hold |
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|
2024
Q4 | $22.4K | Sell |
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|
2024
Q3 | $108K | Sell |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $104K | Hold |
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|
2023
Q3 | $91.5K | Hold |
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|
2023
Q2 | $94.5K | Buy |
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|
2023
Q1 | $5.19K | Hold |
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|
2022
Q4 | $5K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $11K | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $11K | Buy |
|