Perfromance Wealth Partners’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 | $20.1M | Buy |
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|
2025
Q1 | $19.5M | Buy |
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|
2024
Q4 | $17.5M | Sell |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $14.5M | Sell |
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|
2024
Q1 | $56.2M | Buy |
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|
2023
Q4 | $52.1M | Sell |
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|
2023
Q3 | $46.9M | Sell |
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|
2023
Q2 | $49.2M | Sell |
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|
2023
Q1 | $47.6M | Buy |
|
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|
2022
Q4 | $43.6M | Sell |
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|
2022
Q3 | $38M | Sell |
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|
2022
Q2 | $42.3M | Sell |
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|
2022
Q1 | $48M | Sell |
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|
2021
Q4 | $49.3M | Buy |
|