Great Valley Advisor Group’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 | $18.1M | Sell |
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|
2025
Q1 | $24.6M | Sell |
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|
2024
Q4 | $24.2M | Buy |
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|
2024
Q3 | $20.8M | Buy |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $18.5M | Sell |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $14.3M | Buy |
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|
2023
Q2 | $13.5M | Buy |
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|
2023
Q1 | $12M | Buy |
|
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|
2022
Q4 | $7.94M | Buy |
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|
2022
Q3 | $6.62M | Buy |
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|
2022
Q2 | $7.1M | Buy |
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|
2022
Q1 | $7.34M | Sell |
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|
2021
Q4 | $7.39M | Sell |
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|
2021
Q3 | $7.55M | Buy |
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|
2021
Q2 | $7.18M | Buy |
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|
2021
Q1 | $6.25M | Sell |
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|
2020
Q4 | $8M | Buy |
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|
2020
Q3 | $7.07M | Buy |
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|
2020
Q2 | $5.73M | Buy |
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|
2020
Q1 | $4.12M | Buy |
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|
2019
Q4 | $4.08M | Buy |
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|
2019
Q3 | $3.28M | Sell |
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|
2019
Q2 | $3.42M | Buy |
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|
2019
Q1 | $1.61M | Buy |
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|
2018
Q4 | $1.29M | Buy |
|