Elevated Capital 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 | $2.27M | Hold |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $966K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q3 | $832K | Buy |
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|
2021
Q1 | $694K | Buy |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $509K | Buy |
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|
2020
Q2 | $502K | Buy |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q1 | $801K | Buy |
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