Focused Wealth Management’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 | $578K | Buy |
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|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $201K | Sell |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $196K | Sell |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $169K | Buy |
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|
2022
Q1 | $187K | Buy |
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|
2021
Q4 | $182K | Buy |
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|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $190K | Sell |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $182K | Buy |
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|
2020
Q3 | $163K | Buy |
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|
2020
Q2 | $157K | Sell |
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|
2020
Q1 | $141K | Buy |
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|
2019
Q4 | $140K | Hold |
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|
2019
Q3 | $128K | Hold |
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|
2019
Q2 | $129K | Buy |
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|
2019
Q1 | $82K | Hold |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $53K | Sell |
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|
2018
Q2 | $69K | Buy |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $37K | Hold |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $31K | Hold |
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|
2016
Q4 | $28K | Hold |
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|
2016
Q3 | $29K | Hold |
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|
2016
Q2 | $26K | Sell |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | $27K | Buy |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Hold |
|