Phoenix Wealth Advisors’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 | $337K | Hold |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $402K | Buy |
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