Curtis Advisory Group’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 | $870K | Hold |
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|
2025
Q1 | $859K | Hold |
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|
2024
Q4 | $774K | Hold |
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|
2024
Q3 | $674K | Sell |
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|
2024
Q2 | $669K | Hold |
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|
2024
Q1 | $712K | Hold |
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|
2023
Q4 | $664K | Hold |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $613K | Hold |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $727K | Sell |
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|
2021
Q2 | $827K | Sell |
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|
2021
Q1 | $783K | Buy |
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|
2020
Q4 | $494K | Hold |
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|
2020
Q3 | $452K | Hold |
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|
2020
Q2 | $437K | Hold |
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|
2020
Q1 | $364K | Hold |
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|
2019
Q4 | $425K | Buy |
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