Compass Ion 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
Q2 | $3.07M | Sell |
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|
2025
Q1 | $3.21M | Sell |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.58M | Hold |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.15M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $392K | Sell |
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|
2020
Q3 | $379K | Buy |
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