Forza 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 | $344K | Hold |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $368K | Buy |
|
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|
2024
Q3 | $311K | Buy |
|
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|
2024
Q2 | $275K | Buy |
|
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $761K | Hold |
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|
2023
Q2 | $785K | Hold |
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|
2023
Q1 | $746K | Buy |
|