PDS Planning’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 | $4.1M | Sell |
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|
2025
Q2 | $4.27M | Buy |
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|
2025
Q1 | $3.55M | Buy |
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|
2024
Q4 | $2.99M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $2.43M | Buy |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $831K | Sell |
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|
2022
Q2 | $995K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $921K | Buy |
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|
2021
Q3 | $785K | Buy |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | $631K | Buy |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $505K | Buy |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q2 | $239K | Buy |
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