Clarus Wealth Advisors’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 | $202K | Hold |
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|
2025
Q2 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $360K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $574K | Hold |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $559K | Sell |
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|
2019
Q4 | $721K | Sell |
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|
2019
Q3 | $950K | Buy |
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|
2019
Q2 | $356K | Sell |
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|
2019
Q1 | $328K | Sell |
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|
2018
Q4 | $322K | Sell |
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|
2018
Q3 | $392K | Sell |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $330K | Buy |
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