Heartwood Wealth 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 | $1.37M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $682K | Hold |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $828K | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $844K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $319K | Hold |
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|
2020
Q3 | $291K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $274K | Buy |
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