Polaris Wealth Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19.9M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $9.86M | Buy |
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|
2022
Q4 | $702K | Sell |
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|
2022
Q3 | $579K | Buy |
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|
2022
Q2 | $622K | Sell |
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|
2022
Q1 | $877K | Sell |
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|
2021
Q4 | $883K | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $880K | Sell |
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|
2020
Q4 | $977K | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.16M | Buy |
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|
2020
Q1 | $916K | Sell |
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|
2019
Q4 | $29.2M | Sell |
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|
2019
Q3 | $29.8M | Buy |
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|
2019
Q2 | $30.3M | Sell |
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|
2019
Q1 | $29.1M | Sell |
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|
2018
Q4 | $24.5M | Sell |
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|
2018
Q3 | $28.2M | Buy |
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|
2018
Q2 | $42K | Sell |
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|
2018
Q1 | $370K | Sell |
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|
2017
Q4 | $524K | Buy |
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|
2017
Q3 | $465K | Sell |
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|
2017
Q2 | $428K | Buy |
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|
2017
Q1 | $251K | Buy |
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|
2016
Q4 | $200K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $26K | Hold |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $23.1K | Hold |
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|
2013
Q2 | $22.1K | Buy |
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