Gradient Capital 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 | $905K | Buy |
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|
2025
Q2 | $930K | Buy |
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|
2025
Q1 | $908K | Buy |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $699K | Buy |
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|
2024
Q2 | $631K | Hold |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $619K | Hold |
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|
2023
Q3 | $547K | Buy |
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|
2023
Q2 | $558K | Buy |
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|
2023
Q1 | $527K | Hold |
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|
2022
Q4 | $486K | Sell |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $208K | Buy |
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