Investmark Advisory Group’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 | $628K | Sell |
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|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $664K | Buy |
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|
2024
Q4 | $599K | Sell |
|
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|
2024
Q3 | $684K | Buy |
|
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|
2024
Q2 | $645K | Buy |
|
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|
2024
Q1 | $614K | Buy |
|
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|
2023
Q4 | $573K | Buy |
|
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $517K | Buy |
|
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|
2023
Q1 | $490K | Sell |
|
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $355K | Buy |
|