Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $12.7M | Sell |
|
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|
2023
Q3 | $12.6M | Buy |
|
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|
2023
Q2 | $12.7M | Sell |
|
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|
2023
Q1 | $12.8M | Sell |
|
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|
2022
Q4 | $13.3M | Sell |
|
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|
2022
Q3 | $11.7M | Buy |
|
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|
2022
Q2 | $12.2M | Sell |
|
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|
2022
Q1 | $13.7M | Buy |
|
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|
2021
Q4 | $13.4M | Buy |
|
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|
2021
Q3 | $728K | Sell |
|
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|
2021
Q2 | $779K | Buy |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $688K | Buy |
|