HBK Sorce Advisory’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 | $7.96M | Sell |
|
|||||
|
2025
Q2 | $8.9M | Buy |
|
|||||
|
2025
Q1 | $8.64M | Sell |
|
|||||
|
2024
Q4 | $7.89M | Buy |
|
|||||
|
2024
Q3 | $6.73M | Sell |
|
|||||
|
2024
Q2 | $6.63M | Sell |
|
|||||
|
2024
Q1 | $7.06M | Buy |
|
|||||
|
2023
Q4 | $6.3M | Sell |
|
|||||
|
2023
Q3 | $5.93M | Buy |
|
|||||
|
2023
Q2 | $6.08M | Sell |
|
|||||
|
2023
Q1 | $6.17M | Sell |
|
|||||
|
2022
Q4 | $12.2M | Buy |
|
|||||
|
2022
Q3 | $4.93M | Buy |
|
|||||
|
2022
Q2 | $4.74M | Sell |
|
|||||
|
2022
Q1 | $6.06M | Sell |
|
|||||
|
2021
Q4 | $6.56M | Buy |
|
|||||
|
2021
Q3 | $6.19M | Buy |
|
|||||
|
2021
Q2 | $6.47M | Sell |
|
|||||
|
2021
Q1 | $5.86M | Buy |
|
|||||
|
2020
Q4 | $5.39M | Buy |
|
|||||
|
2020
Q3 | $4.26M | Buy |
|
|||||
|
2020
Q2 | $3.61M | Buy |
|
|||||
|
2020
Q1 | $2.88M | Buy |
|
|||||
|
2019
Q4 | $3.33M | Buy |
|
|||||
|
2019
Q3 | $3.01M | Sell |
|
|||||
|
2019
Q2 | $3.19M | Sell |
|
|||||
|
2019
Q1 | $3.47M | Sell |
|
|||||
|
2018
Q4 | $3.09M | Buy |
|
|||||
|
2018
Q3 | $3.04M | Sell |
|
|||||
|
2018
Q2 | $2.71M | Buy |
|
|||||
|
2018
Q1 | $2.44M | Buy |
|
|||||
|
2017
Q4 | $2.28M | Sell |
|
|||||
|
2017
Q3 | $2.11M | Buy |
|
|||||
|
2017
Q2 | $1.72M | Buy |
|
|||||
|
2017
Q1 | $1.25M | Sell |
|
|||||
|
2016
Q4 | $1.11M | Buy |
|
|||||
|
2016
Q3 | $1.17M | Buy |
|
|||||
|
2016
Q2 | $1.02M | Buy |
|
|||||
|
2016
Q1 | $1.01M | Buy |
|
|||||
|
2015
Q4 | $726K | Buy |
|
|||||
|
2015
Q3 | $626K | Buy |
|
|||||
|
2015
Q2 | $579K | Buy |
|
|||||
|
2015
Q1 | $558K | Buy |
|
|||||
|
2014
Q4 | $477K | Buy |
|
|||||
|
2014
Q3 | $302K | Sell |
|
|||||
|
2014
Q2 | $302K | Sell |
|
|||||
|
2014
Q1 | $313K | Buy |
|
|||||
|
2013
Q4 | $257K | Sell |
|
|||||
|
2013
Q3 | $221K | Sell |
|
|||||
|
2013
Q2 | $420K | Buy |
|