Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $530K | Hold |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $522K | Hold |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $475K | Buy |
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