Guardian Wealth Advisors (North Carolina)’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 | $7.4M | Buy |
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|
2025
Q1 | $4.83M | Buy |
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|
2024
Q4 | $4.32M | Buy |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q2 | $2.74M | Buy |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.13M | Buy |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $876K | Sell |
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|
2021
Q4 | $878K | Buy |
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