Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.63M | Sell |
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|
2024
Q2 | $8.24M | Buy |
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|
2024
Q1 | $8.65M | Buy |
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|
2023
Q4 | $7.82M | Sell |
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|
2023
Q3 | $6.95M | Sell |
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|
2023
Q2 | $7.21M | Sell |
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|
2023
Q1 | $6.94M | Buy |
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|
2022
Q4 | $6.39M | Buy |
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|
2022
Q3 | $5.46M | Buy |
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|
2022
Q2 | $5.95M | Sell |
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|
2022
Q1 | $6.74M | Buy |
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|
2021
Q4 | $6.53M | Buy |
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|
2021
Q3 | $6.62M | Sell |
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|
2021
Q2 | $7.07M | Buy |
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|
2021
Q1 | $6.37M | Buy |
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|
2020
Q4 | $6.47M | Sell |
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|
2020
Q3 | $5.96M | Sell |
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|
2020
Q2 | $5.78M | Buy |
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|
2020
Q1 | $4.68M | Sell |
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|
2019
Q4 | $5.73M | Buy |
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|
2019
Q3 | $3.95M | Sell |
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|
2019
Q2 | $4.04M | Sell |
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|
2019
Q1 | $3.64M | Buy |
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|
2018
Q4 | $3.05M | Buy |
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|
2018
Q3 | $3.36M | Sell |
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|
2018
Q2 | $3.1M | Buy |
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|
2018
Q1 | $2.71M | Sell |
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|
2017
Q4 | $2.61M | Sell |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.14M | Buy |
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|
2016
Q4 | $1.82M | Buy |
|