PRW Wealth Management’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 | $357K | Hold |
|
|||||
|
2023
Q2 | $374K | Buy |
|
|||||
|
2023
Q1 | $292K | Sell |
|
|||||
|
2022
Q4 | $266K | Hold |
|
|||||
|
2022
Q3 | $228K | Buy |
|
|||||
|
2022
Q2 | $245K | Hold |
|
|||||
|
2022
Q1 | $275K | Buy |
|
|||||
|
2021
Q4 | $240K | Buy |
|
|||||
|
2021
Q3 | $218K | Sell |
|
|||||
|
2021
Q2 | $11.3M | Buy |
|
|||||
|
2021
Q1 | $263K | Sell |
|
|||||
|
2020
Q4 | $291K | Hold |
|
|||||
|
2020
Q3 | $266K | Hold |
|
|||||
|
2020
Q2 | $257K | Sell |
|
|||||
|
2020
Q1 | $242K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $175K | Sell |
|
|||||
|
2018
Q4 | $208K | Buy |
|