Concord Wealth Partners’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 | $3.3M | Sell |
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|
2025
Q1 | $3.34M | Buy |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $685K | Sell |
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|
2022
Q3 | $774K | Sell |
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|
2022
Q2 | $862K | Buy |
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|
2022
Q1 | $931K | Sell |
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|
2021
Q4 | $917K | Buy |
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|
2021
Q3 | $573K | Sell |
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|
2021
Q2 | $876K | Sell |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q4 | $551K | Buy |
|