JGP 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 | $1.63M | Sell |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $844K | Sell |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $843K | Buy |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $752K | Sell |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $634K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $543K | Sell |
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|
2020
Q4 | $539K | Buy |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $500K | Buy |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $432K | Hold |
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|
2019
Q2 | $442K | Hold |
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|
2019
Q1 | $397K | Buy |
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|
2018
Q4 | $334K | Hold |
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|
2018
Q3 | $380K | Sell |
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|
2018
Q2 | $342K | Buy |
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