Glass Jacobson Investment 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
Q3 | $92.2K | Hold |
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|
2025
Q2 | $95.9K | Sell |
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|
2025
Q1 | $430K | Hold |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $281K | Buy |
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|
2022
Q4 | $275K | Buy |
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