Patriot Financial Group Insurance Agency’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 | $2.78M | Sell |
|
|||||
|
2025
Q2 | $5.15M | Buy |
|
|||||
|
2025
Q1 | $4.7M | Buy |
|
|||||
|
2024
Q4 | $4.18M | Buy |
|
|||||
|
2024
Q3 | $3.51M | Sell |
|
|||||
|
2024
Q2 | $3.42M | Buy |
|
|||||
|
2024
Q1 | $3.35M | Buy |
|
|||||
|
2023
Q4 | $2.9M | Buy |
|
|||||
|
2023
Q3 | $2.27M | Buy |
|
|||||
|
2023
Q2 | $2.16M | Buy |
|
|||||
|
2023
Q1 | $2.01M | Buy |
|
|||||
|
2022
Q4 | $1.76M | Sell |
|
|||||
|
2022
Q3 | $1.52M | Buy |
|
|||||
|
2022
Q2 | $1.36M | Sell |
|
|||||
|
2022
Q1 | $1.57M | Sell |
|
|||||
|
2021
Q4 | $1.68M | Sell |
|
|||||
|
2021
Q3 | $1.99M | Buy |
|
|||||
|
2021
Q2 | $1.88M | Buy |
|
|||||
|
2021
Q1 | $1.24M | Buy |
|
|||||
|
2020
Q4 | $1.19M | Buy |
|
|||||
|
2020
Q3 | $540K | Buy |
|
|||||
|
2020
Q2 | $506K | Sell |
|
|||||
|
2020
Q1 | $1.03M | Buy |
|
|||||
|
2019
Q4 | $847K | Buy |
|
|||||
|
2019
Q3 | $722K | Buy |
|
|||||
|
2019
Q2 | $643K | Buy |
|
|||||
|
2019
Q1 | $433K | Buy |
|
|||||
|
2018
Q4 | $264K | Buy |
|
|||||
|
2018
Q3 | $232K | Sell |
|
|||||
|
2018
Q2 | $252K | Sell |
|
|||||
|
2018
Q1 | $244K | Buy |
|
|||||
|
2017
Q4 | $208K | Buy |
|
|||||
|
2017
Q3 | $31K | Buy |
|
|||||
|
2017
Q2 | $13K | Buy |
|
|||||
|
2017
Q1 | $6K | Sell |
|
|||||
|
2016
Q4 | $5K | Buy |
|