Quantum 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
Q3 | $1.03M | Hold |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.4M | Hold |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $655K | Hold |
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|
2023
Q1 | $622K | Sell |
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|
2022
Q4 | $574K | Hold |
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|
2022
Q3 | $491K | Hold |
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|
2022
Q2 | $586K | Buy |
|