Fiduciary 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
Q4 | $232K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $812K | Sell |
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|
2023
Q2 | $1.24M | Buy |
|
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|
2023
Q1 | $1.16M | Sell |
|
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|
2022
Q4 | $1.1M | Buy |
|
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|
2022
Q3 | $933K | Buy |
|
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|
2022
Q2 | $1.03M | Buy |
|
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|
2022
Q1 | $970K | Buy |
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|
2021
Q4 | $798K | Sell |
|
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|
2021
Q3 | $889K | Buy |
|
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $12K | Buy |
|