Evergreen Wealth Solutions’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 | $445K | Sell |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $353K | Sell |
|
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|
2024
Q2 | $349K | Buy |
|
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $324K | Buy |
|
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $337K | Buy |
|