High Net Worth Advisory 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
Q2
$496K Sell
2025
Q1
$496K Sell
2024
Q4
$454K Hold
2024
Q3
$395K Hold
2024
Q2
$377K Hold
2024
Q1
$401K Sell
2023
Q4
$379K Hold
2023
Q3
$335K Buy
2023
Q2
$298K Sell
2023
Q1
$306K Hold
2022
Q4
$282K Sell
2022
Q3
$250K Sell
2022
Q2
$370K Sell
2022
Q1
$442K Sell
2021
Q4
$462K Buy