JFS 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
Q2 | $1.76M | Sell |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $231K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $21K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $86K | Hold |
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|
2020
Q2 | $83K | Buy |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $19K | Sell |
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|
2019
Q3 | $60K | Buy |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $45K | Hold |
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|
2018
Q2 | $39K | Sell |
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|
2018
Q1 | $47K | Sell |
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|
2017
Q4 | $51K | Buy |
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|
2017
Q3 | $31K | Hold |
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|
2017
Q2 | $28K | Sell |
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|
2017
Q1 | $47K | Hold |
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|
2016
Q4 | $47K | Sell |
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|
2016
Q3 | $62K | Hold |
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|
2016
Q2 | $56K | Sell |
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|
2016
Q1 | $62K | Sell |
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|
2015
Q4 | $82K | Buy |
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|
2015
Q3 | $31K | Sell |
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|
2015
Q2 | $221K | Buy |
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|
2015
Q1 | $33K | Buy |
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|
2014
Q4 | $33K | Hold |
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|
2014
Q3 | $27K | Sell |
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|
2014
Q2 | $28K | Buy |
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