Dougherty Wealth Advisers’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 | $658K | Hold |
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|
2025
Q2 | $685K | Hold |
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|
2025
Q1 | $676K | Hold |
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|
2024
Q4 | $609K | Hold |
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|
2024
Q3 | $530K | Hold |
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $629K | Hold |
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|
2023
Q3 | $556K | Hold |
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|
2023
Q2 | $574K | Hold |
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|
2023
Q1 | $545K | Hold |
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|
2022
Q4 | $502K | Hold |
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|
2022
Q3 | $429K | Hold |
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|
2022
Q2 | $476K | Hold |
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|
2022
Q1 | $536K | Hold |
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|
2021
Q4 | $524K | Hold |
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|
2021
Q3 | $538K | Hold |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $512K | Hold |
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|
2020
Q4 | $528K | Hold |
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|
2020
Q3 | $483K | Hold |
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|
2020
Q2 | $467K | Hold |
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|
2020
Q1 | $389K | Hold |
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|
2019
Q4 | $454K | Hold |
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|
2019
Q3 | $416K | Sell |
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|
2019
Q2 | $468K | Buy |
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|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $339K | Buy |
|