Fortis 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
Q2 | $495K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $517K | Hold |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $539K | Buy |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $455K | Buy |
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|
2020
Q1 | $363K | Sell |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $387K | Buy |
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|
2019
Q2 | $374K | Hold |
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|
2019
Q1 | $336K | Hold |
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|
2018
Q4 | $284K | Hold |
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|
2018
Q3 | $323K | Hold |
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|
2018
Q2 | $285K | Hold |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $228K | Hold |
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|
2017
Q3 | $210K | Sell |
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|
2017
Q2 | $368K | Hold |
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|
2017
Q1 | $348K | Buy |
|