McClarren 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 | – | Sell |
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|
2025
Q1 | $104K | Buy |
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|
2024
Q4 | $51K | Sell |
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|
2024
Q3 | $4 | Sell |
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|
2024
Q2 | $42K | Buy |
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|
2024
Q1 | $43K | Buy |
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|
2023
Q4 | $40K | Buy |
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|
2023
Q3 | $35K | Hold |
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|
2023
Q2 | $36K | Sell |
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|
2023
Q1 | $32K | Hold |
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|
2022
Q4 | $31K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $33K | Sell |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $21K | Buy |
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|
2020
Q4 | $22K | Buy |
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