Kathleen S. Wright Associates’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 | $2.67M | Hold |
|
|||||
|
2025
Q2 | $2.74M | Hold |
|
|||||
|
2025
Q1 | $2.69M | Sell |
|
|||||
|
2024
Q4 | $2.47M | Hold |
|
|||||
|
2024
Q3 | $2.15M | Sell |
|
|||||
|
2024
Q2 | $2.12M | Hold |
|
|||||
|
2024
Q1 | $2.22M | Buy |
|
|||||
|
2023
Q4 | $2.03M | Hold |
|
|||||
|
2023
Q3 | $1.78M | Buy |
|
|||||
|
2023
Q2 | $980K | Sell |
|
|||||
|
2023
Q1 | $1.47M | Sell |
|
|||||
|
2022
Q4 | $1.49M | Buy |
|
|||||
|
2022
Q3 | $1.21M | Buy |
|
|||||
|
2022
Q2 | $977K | Buy |
|
|||||
|
2022
Q1 | $1.1M | Sell |
|
|||||
|
2021
Q4 | $1.21M | Buy |
|