Fortress 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
$383K Buy
2025
Q2
$398K Sell
2025
Q1
$393K Hold
2024
Q4
$354K Buy
2024
Q3
$308K Sell
2024
Q2
$298K Hold
2024
Q1
$317K Hold
2023
Q4
$296K Buy
2023
Q3
$260K Buy
2023
Q2
$266K Hold
2023
Q1
$253K Hold
2022
Q4
$233K Buy
2022
Q3
Sell
2022
Q2
$221K Hold
2022
Q1
$249K Hold
2021
Q4
$243K Buy