Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $416K | Hold |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $390K | Buy |
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|
2020
Q3 | $350K | Hold |
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|
2020
Q2 | $346K | Buy |
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|
2019
Q4 | $293K | Buy |
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