PFG Private Wealth Management’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 | – | Sell |
|
|||||
|
2025
Q1 | $4.59K | Sell |
|
|||||
|
2024
Q4 | $5.71K | Hold |
|
|||||
|
2024
Q3 | $4.96K | Hold |
|
|||||
|
2024
Q2 | $4.72K | Hold |
|
|||||
|
2024
Q1 | $5.02K | Hold |
|
|||||
|
2023
Q4 | $4.69K | Hold |
|
|||||
|
2023
Q3 | $4.14K | Hold |
|
|||||
|
2023
Q2 | $4.28K | Hold |
|
|||||
|
2023
Q1 | $4.06K | Sell |
|
|||||
|
2022
Q4 | $4K | Sell |
|
|||||
|
2022
Q3 | $6K | Buy |
|
|||||
|
2022
Q2 | $4K | Sell |
|
|||||
|
2022
Q1 | $5K | Sell |
|
|||||
|
2021
Q4 | $452K | Buy |
|
|||||
|
2021
Q3 | $409K | Buy |
|
|||||
|
2021
Q2 | $396K | Buy |
|
|||||
|
2021
Q1 | $289K | Buy |
|