Inspirion Wealth 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 | $897K | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $984K | Sell |
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|
2024
Q3 | $897K | Hold |
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|
2024
Q2 | $856K | Hold |
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|
2024
Q1 | $910K | Hold |
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|
2023
Q4 | $844K | Hold |
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|
2023
Q3 | $750K | Sell |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $685K | Sell |
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|
2022
Q4 | $648K | Sell |
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|
2022
Q3 | $559K | Hold |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $549K | Hold |
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|
2021
Q3 | $564K | Hold |
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|
2021
Q2 | $592K | Hold |
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|
2021
Q1 | $536K | Buy |
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|
2020
Q4 | $490K | Hold |
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|
2020
Q3 | $448K | Hold |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $329K | Hold |
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|
2019
Q4 | $383K | Hold |
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|
2019
Q3 | $351K | Hold |
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|
2019
Q2 | $354K | Buy |
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|
2019
Q1 | $316K | Hold |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $253K | Hold |
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|
2017
Q4 | $241K | Buy |
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