Heritage Investment 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
Q3 | $524K | Buy |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $335K | Buy |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Buy |
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