Pinnacle Wealth Management Group’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 | $1.46M | Buy |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.16M | Sell |
|
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.2M | Buy |
|
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|
2023
Q4 | $1.1M | Buy |
|
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|
2023
Q3 | $943K | Sell |
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|
2023
Q2 | $989K | Sell |
|
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $915K | Sell |
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|
2022
Q3 | $835K | Hold |
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|
2022
Q2 | $926K | Sell |
|
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.47M | Buy |
|