Legacy 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 | – | Sell |
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|
2025
Q1 | $4.6M | Sell |
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|
2024
Q4 | $4.43M | Buy |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $2.51M | Buy |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $836K | Buy |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $470K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $130K | Sell |
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|
2019
Q1 | $170K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Buy |
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|
2018
Q2 | $170K | Buy |
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|
2018
Q1 | $131K | Buy |
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|
2017
Q4 | $38K | Sell |
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|
2017
Q3 | $42K | Buy |
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