Cherry Tree 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
Q4 | $103K | Sell |
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|
2025
Q3 | $135K | Sell |
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|
2025
Q2 | $158K | Sell |
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|
2025
Q1 | $161K | Buy |
|
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|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $113K | Sell |
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|
2024
Q1 | $122K | Buy |
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|
2023
Q4 | $112K | Hold |
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|
2023
Q3 | $98.8K | Hold |
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|
2023
Q2 | $102K | Buy |
|