Core Wealth 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 | $477K | Buy |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $188K | Buy |
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|
2023
Q1 | $163K | Sell |
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|
2022
Q4 | $157K | Hold |
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|
2022
Q3 | $134K | Hold |
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|
2022
Q2 | $149K | Sell |
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|
2022
Q1 | $191K | Sell |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $506K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $149K | Buy |
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