Elk River 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 | $930K | Hold |
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|
2025
Q2 | $967K | Hold |
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|
2025
Q1 | $955K | Sell |
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|
2024
Q4 | $863K | Hold |
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|
2024
Q3 | $751K | Hold |
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|
2024
Q2 | $717K | Hold |
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|
2024
Q1 | $762K | Sell |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $576K | Hold |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $605K | Hold |
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|
2021
Q4 | $592K | Hold |
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|
2021
Q3 | $608K | Hold |
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|
2021
Q2 | $638K | Hold |
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|
2021
Q1 | $578K | Hold |
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|
2020
Q4 | $597K | Buy |
|