Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $384K | Hold |
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|
2019
Q2 | $3.89K | Hold |
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|
2019
Q1 | $349K | Sell |
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|
2018
Q4 | $375K | Buy |
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|
2018
Q3 | $342K | Sell |
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|
2018
Q2 | $302K | Sell |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $221K | Buy |
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