Modera 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 | $44.8M | Sell |
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|
2025
Q2 | $47.2M | Sell |
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|
2025
Q1 | $46.6M | Sell |
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|
2024
Q4 | $42.7M | Buy |
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|
2024
Q3 | $37.1M | Buy |
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|
2024
Q2 | $35.2M | Sell |
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|
2024
Q1 | $37.5M | Sell |
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|
2023
Q4 | $35.2M | Buy |
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|
2023
Q3 | $30.9M | Buy |
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|
2023
Q2 | $31.4M | Buy |
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|
2023
Q1 | $3.62M | Buy |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $3.68M | Sell |
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|
2021
Q4 | $5.55M | Buy |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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