Herold 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
Q2 | $8.74M | Sell |
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|
2025
Q1 | $8.97M | Sell |
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|
2024
Q4 | $8.46M | Sell |
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|
2024
Q3 | $7.64M | Sell |
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|
2024
Q2 | $7.34M | Sell |
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|
2024
Q1 | $8.12M | Sell |
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|
2023
Q4 | $7.6M | Sell |
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|
2023
Q3 | $6.79M | Buy |
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|
2023
Q2 | $6.97M | Buy |
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|
2023
Q1 | $6.51M | Buy |
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|
2022
Q4 | $5.87M | Buy |
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|
2022
Q3 | $4.91M | Sell |
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|
2022
Q2 | $5.6M | Buy |
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|
2022
Q1 | $5.87M | Sell |
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|
2021
Q4 | $5.93M | Sell |
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|
2021
Q3 | $6.16M | Buy |
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