Defined 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
Q3 | $587K | Buy |
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|
2025
Q2 | $551K | Buy |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $467K | Buy |
|
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|
2024
Q3 | $406K | Buy |
|
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|
2024
Q2 | $372K | Buy |
|
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|
2024
Q1 | $383K | Buy |
|
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|
2023
Q4 | $356K | Buy |
|
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $310K | Buy |
|
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|
2023
Q1 | $293K | Hold |
|
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $288K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $84K | Buy |
|