Motive Wealth 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 | $652K | Sell |
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|
2025
Q2 | $680K | Buy |
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|
2025
Q1 | $596K | Hold |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $404K | Hold |
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|
2024
Q2 | $404K | Sell |
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|
2024
Q1 | $431K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $235K | Buy |
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