JFG 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 | $409K | Buy |
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|
2025
Q2 | $361K | Hold |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $459K | Buy |
|
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|
2024
Q3 | $375K | Buy |
|
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|
2024
Q2 | $292K | Buy |
|
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|
2024
Q1 | $271K | Sell |
|
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|
2023
Q4 | $673K | Buy |
|
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $498K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.67M | Buy |
|