Encompass Wealth 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 | $396K | Buy |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $997K | Hold |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $997K | Buy |
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|
2023
Q4 | $919K | Buy |
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $836K | Sell |
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|
2023
Q1 | $932K | Sell |
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|
2022
Q4 | $890K | Buy |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $661K | Sell |
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|
2022
Q1 | $810K | Buy |
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|
2021
Q4 | $456K | Hold |
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|
2021
Q3 | $468K | Buy |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $471K | Buy |
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