Elmwood 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 | $1.3M | Buy |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.09M | Hold |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $921K | Hold |
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|
2023
Q2 | $951K | Hold |
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|
2023
Q1 | $903K | Buy |
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|
2022
Q4 | $828K | Hold |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $765K | Hold |
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|
2022
Q1 | $862K | Hold |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q2 | $920K | Hold |
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|
2021
Q1 | $833K | Buy |
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|
2020
Q3 | $752K | Hold |
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|
2020
Q2 | $752K | Buy |
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|
2020
Q1 | $47.8K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $69K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $62K | Hold |
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|
2018
Q4 | $53K | Hold |
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|
2018
Q3 | $60K | Hold |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $47.8K | Buy |
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