Litman Gregory 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
Q3 | $16.2M | Sell |
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|
2025
Q2 | $16.9M | Sell |
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|
2025
Q1 | $20.6M | Sell |
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|
2024
Q4 | $18.7M | Sell |
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|
2024
Q3 | $16.5M | Sell |
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|
2024
Q2 | $15.9M | Buy |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $14.9M | Sell |
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|
2023
Q3 | $13.2M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Sell |
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|
2018
Q1 | $81K | Buy |
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