Confluence Wealth Services’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 | $7.39M | Buy |
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|
2025
Q1 | $6.94M | Buy |
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|
2024
Q4 | $6.42M | Buy |
|
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|
2024
Q3 | $5.2M | Sell |
|
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|
2024
Q2 | $5.38M | Buy |
|
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|
2024
Q1 | $5.51M | Buy |
|
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|
2023
Q4 | $4.59M | Buy |
|
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|
2023
Q3 | $3.93M | Buy |
|
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|
2023
Q2 | $3.71M | Buy |
|
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|
2023
Q1 | $3.36M | Buy |
|
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|
2022
Q4 | $2.76M | Buy |
|
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $2.97M | Buy |
|
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.04M | Buy |
|