Goldstein 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 | $655K | Sell |
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|
2025
Q1 | $799K | Sell |
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|
2024
Q4 | $760K | Buy |
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|
2024
Q3 | $655K | Buy |
|
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|
2024
Q2 | $604K | Buy |
|
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|
2024
Q1 | $642K | Sell |
|
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|
2023
Q4 | $619K | Sell |
|
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|
2023
Q3 | $570K | Buy |
|
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $463K | Buy |
|