ERTS 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 | – | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $351K | Buy |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $479K | Sell |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $572K | Sell |
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|
2021
Q1 | $530K | Buy |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $463K | Sell |
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|
2019
Q4 | $660K | Sell |
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|
2019
Q3 | $675K | Sell |
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|
2019
Q2 | $720K | Hold |
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|
2019
Q1 | $648K | Buy |
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|
2018
Q4 | $495K | Buy |
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