Jeppson 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
Q3 | $618K | Sell |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $637K | Sell |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $487K | Hold |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $175K | Buy |
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