Holistic Financial Partners’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 | $620K | Sell |
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|
2025
Q1 | $635K | Buy |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $460K | Buy |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $387K | Hold |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $556K | Sell |
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|
2020
Q3 | $527K | Buy |
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|
2020
Q2 | $476K | Buy |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $457K | Buy |
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|
2019
Q3 | $396K | Sell |
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $324K | Sell |
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|
2018
Q3 | $379K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $302K | Hold |
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|
2017
Q4 | $288K | Buy |
|