J.W. Cole 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
Q2 | $18.7M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $8.1M | Sell |
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|
2024
Q3 | $7.1M | Buy |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $5.13M | Buy |
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|
2023
Q4 | $4.6M | Buy |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.66M | Sell |
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|
2023
Q1 | $3.87M | Buy |
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|
2022
Q4 | $3.51M | Sell |
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|
2022
Q3 | $3.02M | Sell |
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|
2022
Q2 | $3.43M | Buy |
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|
2022
Q1 | $3.83M | Buy |
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|
2021
Q4 | $3.71M | Buy |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.96M | Buy |
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|
2021
Q1 | $2.63M | Sell |
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|
2020
Q4 | $2.78M | Sell |
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|
2020
Q3 | $5.96M | Buy |
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|
2020
Q2 | $2.25M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.87M | Buy |
|