Highland Financial 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 | $330K | Buy |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $261K | Hold |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $215K | Buy |
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