Fermata 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 | $620K | Sell |
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|
2025
Q2 | $731K | Sell |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $935K | Buy |
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|
2024
Q2 | $852K | Buy |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $945K | Sell |
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|
2023
Q3 | $928K | Buy |
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|
2023
Q2 | $672K | Buy |
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|
2023
Q1 | $611K | Sell |
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|
2022
Q4 | $875K | Sell |
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|
2022
Q3 | $752K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.17M | Buy |
|