Cherrydale 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
Q3 | $556K | Hold |
|
|||||
|
2025
Q2 | $578K | Buy |
|
|||||
|
2025
Q1 | $533K | Sell |
|
|||||
|
2024
Q4 | $485K | Buy |
|
|||||
|
2024
Q3 | $419K | Buy |
|
|||||
|
2024
Q2 | $360K | Sell |
|
|||||
|
2024
Q1 | $386K | Buy |
|
|||||
|
2023
Q4 | $318K | Buy |
|
|||||
|
2023
Q3 | $259K | Buy |
|
|||||
|
2023
Q2 | $263K | Buy |
|
|||||
|
2023
Q1 | $240K | Buy |
|
|||||
|
2022
Q4 | $205K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $205K | Buy |
|
|||||
|
2022
Q1 | $216K | Buy |
|