Measured Wealth Private Client Group’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 | $388K | Buy |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $383K | Buy |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $408K | Hold |
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|
2024
Q1 | $434K | Hold |
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|
2023
Q4 | $405K | Hold |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $251K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $632K | Buy |
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|
2018
Q4 | $320K | Sell |
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|
2018
Q3 | $561K | Buy |
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|
2018
Q2 | $347K | Buy |
|