Matrix Asset 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
Q3 | $388K | Buy |
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|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $226K | Buy |
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