Physician 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
Q3 | $529K | Sell |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $585K | Buy |
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $514K | Hold |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $585K | Sell |
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|
2021
Q2 | $620K | Sell |
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|
2021
Q1 | $559K | Buy |
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|
2020
Q4 | $534K | Sell |
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|
2020
Q3 | $478K | Sell |
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|
2020
Q2 | $552K | Buy |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $470K | Sell |
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|
2019
Q3 | $444K | Buy |
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