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