Circle 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 | $1.79M | Buy |
|
|||||
|
2025
Q1 | $1.66M | Sell |
|
|||||
|
2024
Q4 | $1.87M | Hold |
|
|||||
|
2024
Q3 | $1.62M | Buy |
|
|||||
|
2024
Q2 | $1.42M | Sell |
|
|||||
|
2024
Q1 | $2.21M | Sell |
|
|||||
|
2023
Q4 | $2.16M | Buy |
|
|||||
|
2023
Q3 | $1.91M | Buy |
|
|||||
|
2023
Q2 | $1.37M | Sell |
|
|||||
|
2023
Q1 | $1.3M | Buy |
|
|||||
|
2022
Q4 | $1.2M | Buy |
|
|||||
|
2022
Q3 | $996K | Sell |
|
|||||
|
2022
Q2 | $1.13M | Sell |
|
|||||
|
2022
Q1 | $3.02M | Buy |
|
|||||
|
2021
Q4 | $1.56M | Buy |
|
|||||
|
2021
Q3 | $1.48M | Sell |
|
|||||
|
2021
Q2 | $1.94M | Buy |
|
|||||
|
2021
Q1 | $1.75M | Sell |
|
|||||
|
2020
Q4 | $1.9M | Buy |
|
|||||
|
2020
Q3 | $1.23M | Sell |
|
|||||
|
2020
Q2 | $1.19M | Buy |
|
|||||
|
2020
Q1 | $976K | Buy |
|
|||||
|
2019
Q4 | $1.11M | Buy |
|
|||||
|
2019
Q3 | $984K | Buy |
|
|||||
|
2019
Q2 | $991K | Buy |
|
|||||
|
2019
Q1 | $781K | Buy |
|
|||||
|
2018
Q4 | $541K | Hold |
|
|||||
|
2018
Q3 | $615K | Sell |
|
|||||
|
2018
Q2 | $548K | Buy |
|
|||||
|
2018
Q1 | $494K | Sell |
|
|||||
|
2017
Q4 | $471K | Buy |
|
|||||
|
2017
Q3 | $434K | Buy |
|
|||||
|
2017
Q2 | $382K | Buy |
|
|||||
|
2017
Q1 | $355K | Sell |
|
|||||
|
2016
Q4 | $317K | Buy |
|