Everhart Financial 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 | $4.11M | Sell |
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|
2025
Q2 | $4.33M | Buy |
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|
2025
Q1 | $3.94M | Buy |
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|
2024
Q4 | $3.18M | Buy |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.26M | Buy |
|
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.33M | Buy |
|
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $880K | Buy |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $810K | Buy |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $422K | Buy |
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