Legend Financial 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 | $107K | Sell |
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|
2025
Q1 | $581K | Hold |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $27.5K | Sell |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $27.9K | Hold |
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|
2023
Q4 | $26K | Hold |
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|
2023
Q3 | $23K | Hold |
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|
2023
Q2 | $23.7K | Hold |
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|
2023
Q1 | $22.5K | Sell |
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|
2022
Q4 | $81.4K | Sell |
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|
2022
Q3 | $75.3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $297K | Buy |
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|
2018
Q4 | $217K | Buy |
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