Cedar 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
Q2 | $377K | Hold |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $639K | Sell |
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $435K | Sell |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $907K | Buy |
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|
2021
Q3 | $721K | Buy |
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|
2021
Q2 | $717K | Hold |
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|
2021
Q1 | $650K | Hold |
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|
2020
Q4 | $671K | Buy |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $332K | Hold |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $40K | Hold |
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|
2018
Q3 | $45K | Sell |
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|
2018
Q2 | $55K | Buy |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $34K | Hold |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $27K | Hold |
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|
2016
Q4 | $23K | Hold |
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|
2016
Q3 | $25K | Buy |
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