Ellenbecker Investment Group’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 | $642K | Sell |
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|
2025
Q2 | $668K | Buy |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $580K | Buy |
|
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|
2024
Q3 | $481K | Sell |
|
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|
2024
Q2 | $605K | Buy |
|
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|
2024
Q1 | $545K | Sell |
|
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|
2023
Q4 | $531K | Sell |
|
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $419K | Buy |
|
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $296K | Buy |
|