Falcon Wealth Planning’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 | $666K | Sell |
|
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|
2025
Q2 | $699K | Buy |
|
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|
2025
Q1 | $569K | Buy |
|
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|
2024
Q4 | $464K | Buy |
|
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|
2024
Q3 | $383K | Buy |
|
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|
2024
Q2 | $346K | Buy |
|
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|
2024
Q1 | $334K | Sell |
|
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|
2023
Q4 | $329K | Buy |
|
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|
2023
Q3 | $246K | Sell |
|
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|
2023
Q2 | $286K | Buy |
|
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|
2023
Q1 | $222K | Buy |
|
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|
2022
Q4 | $202K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
|