Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2M | Buy |
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|
2025
Q1 | $64.8M | Buy |
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|
2024
Q4 | $49.4M | Sell |
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|
2024
Q3 | $45.9M | Buy |
|
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|
2024
Q2 | $38M | Buy |
|
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|
2024
Q1 | $35.8M | Buy |
|
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|
2023
Q4 | $33.3M | Buy |
|
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|
2023
Q3 | $28.2M | Buy |
|
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|
2023
Q2 | $28.2M | Buy |
|
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|
2023
Q1 | $26.6M | Sell |
|
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|
2022
Q4 | $24.6M | Buy |
|
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|
2022
Q3 | $20.3M | Buy |
|
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|
2022
Q2 | $21.6M | Buy |
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|
2022
Q1 | $24.2M | Buy |
|
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|
2021
Q4 | $23M | Buy |
|