Curated 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
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $988K | Sell |
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|
2024
Q3 | $931K | Hold |
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|
2024
Q2 | $889K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $899K | Buy |
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|
2023
Q2 | $742K | Sell |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $701K | Buy |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $662K | Sell |
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|
2022
Q1 | $770K | Hold |
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|
2021
Q4 | $770K | Buy |
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|
2021
Q3 | $747K | Sell |
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|
2021
Q2 | $787K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $710K | Buy |
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