Oxford Financial 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 | $671K | Sell |
|
|||||
|
2025
Q1 | $1.06M | Sell |
|
|||||
|
2024
Q4 | $1.15M | Sell |
|
|||||
|
2024
Q3 | $1.09M | Sell |
|
|||||
|
2024
Q2 | $1.12M | Buy |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $931K | Sell |
|
|||||
|
2023
Q3 | $941K | Sell |
|
|||||
|
2023
Q2 | $1.03M | Buy |
|
|||||
|
2023
Q1 | $528K | Buy |
|
|||||
|
2022
Q4 | $396K | Buy |
|
|||||
|
2022
Q3 | $251K | Sell |
|
|||||
|
2022
Q2 | $299K | Sell |
|
|||||
|
2022
Q1 | $349K | Sell |
|
|||||
|
2021
Q4 | $640K | Buy |
|
|||||
|
2021
Q3 | $590K | Buy |
|
|||||
|
2021
Q2 | $305K | Buy |
|
|||||
|
2021
Q1 | $266K | Buy |
|
|||||
|
2020
Q4 | $221K | Sell |
|
|||||
|
2020
Q3 | $208K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $238K | Buy |
|