Client 1st Advisory Group’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 | $719K | Buy |
|
|||||
|
2025
Q2 | $729K | Buy |
|
|||||
|
2025
Q1 | $701K | Hold |
|
|||||
|
2024
Q4 | $633K | Sell |
|
|||||
|
2024
Q3 | $562K | Sell |
|
|||||
|
2024
Q2 | $570K | Buy |
|
|||||
|
2024
Q1 | $563K | Buy |
|
|||||
|
2023
Q4 | $468K | Buy |
|
|||||
|
2023
Q3 | $365K | Sell |
|
|||||
|
2023
Q2 | $401K | Sell |
|
|||||
|
2023
Q1 | $487K | Hold |
|
|||||
|
2022
Q4 | $449K | Hold |
|
|||||
|
2022
Q3 | $384K | Buy |
|
|||||
|
2022
Q2 | $375K | Buy |
|
|||||
|
2022
Q1 | $412K | Buy |
|
|||||
|
2021
Q4 | $277K | Buy |
|
|||||
|
2021
Q3 | $267K | Buy |
|
|||||
|
2021
Q2 | $263K | Buy |
|
|||||
|
2021
Q1 | $205K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $206K | Buy |
|