HighMark Wealth Management’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 | $54.2K | Sell |
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|
2025
Q2 | $70.8K | Sell |
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|
2025
Q1 | $163K | Hold |
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|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $128K | Sell |
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|
2024
Q2 | $123K | Buy |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | $96.1K | Buy |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $90K | Sell |
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|
2022
Q1 | $106K | Sell |
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|
2021
Q4 | $104K | Sell |
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|
2021
Q3 | $115K | Sell |
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|
2021
Q2 | $123K | Buy |
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|
2021
Q1 | $111K | Sell |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | $106K | Buy |
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|
2020
Q2 | $101K | Buy |
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|
2020
Q1 | $83K | Sell |
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|
2019
Q4 | $104K | Buy |
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