Primoris 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
Q2 | $903K | Buy |
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|
2025
Q1 | $887K | Buy |
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|
2024
Q4 | $795K | Hold |
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|
2024
Q3 | $692K | Hold |
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|
2024
Q2 | $660K | Sell |
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|
2024
Q1 | $723K | Buy |
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|
2023
Q4 | $662K | Hold |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $562K | Hold |
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|
2022
Q1 | $632K | Hold |
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|
2021
Q4 | $618K | Buy |
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