Plotkin Financial 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 | $434K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $217K | Buy |
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