Liberty 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
Q2 | $1.27M | Sell |
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|
2025
Q1 | $3.78M | Sell |
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|
2024
Q4 | $3.49M | Sell |
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|
2024
Q3 | $5.07M | Sell |
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|
2024
Q2 | $5.23M | Buy |
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|
2024
Q1 | $5.33M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q3 | $652K | Buy |
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|
2022
Q2 | $646K | Buy |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $611K | Hold |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $626K | Buy |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | $170K | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q3 | $184K | Sell |
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|
2019
Q2 | $685K | Buy |
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|
2019
Q1 | $191K | Buy |
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|
2018
Q4 | $152K | Buy |
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