Evolution 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
Q3 | $360K | Sell |
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|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $933K | Sell |
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|
2021
Q4 | $929 | Buy |
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|
2021
Q3 | $569K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $854K | Buy |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $786K | Buy |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $931K | Buy |
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|
2019
Q3 | $151K | Sell |
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|
2019
Q2 | $864K | Buy |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | $372K | Buy |
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