Delos 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 | $8.88K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $55.3K | Buy |
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|
2024
Q3 | $46.7K | Sell |
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|
2024
Q2 | $70.1K | Hold |
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|
2024
Q1 | $74.5K | Buy |
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|
2023
Q4 | $40.6K | Buy |
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|
2023
Q3 | $1.48K | Hold |
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|
2023
Q2 | $1.43K | Hold |
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|
2023
Q1 | $1.35K | Sell |
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|
2022
Q4 | $27.2K | Hold |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $29K | Buy |
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