Horizon 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
Q2
$327K Sell
2025
Q1
$377K Buy
2024
Q4
$290K Buy
2024
Q3
$249K Hold
2024
Q2
$237K Sell
2024
Q1
$392K Buy
2023
Q4
$302K Buy
2023
Q3
$251K Hold
2023
Q2
$260K Buy
2023
Q1
$230K Sell
2022
Q4
$233K Sell
2022
Q3
$229K Sell
2022
Q2
$386K Buy
2022
Q1
$350K Buy
2021
Q4
$342K Buy