Regal Investment 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 | $1.35M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $2.6M | Sell |
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|
2021
Q3 | $2.76M | Buy |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.99M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.68M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $253K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $301K | Sell |
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|
2017
Q4 | $2.29M | Sell |
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|
2017
Q3 | $2.46M | Sell |
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|
2017
Q2 | $2.57M | Sell |
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|
2017
Q1 | $2.74M | Sell |
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|
2016
Q4 | $2.72M | Sell |
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|
2016
Q3 | $2.96M | Sell |
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|
2016
Q2 | $2.83M | Sell |
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|
2016
Q1 | $3.07M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $7K | Buy |
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|
2015
Q2 | $6K | Hold |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $16K | Sell |
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|
2014
Q2 | $58K | Buy |
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|
2014
Q1 | $54K | Hold |
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|
2013
Q4 | $56K | Hold |
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|
2013
Q3 | $48K | Hold |
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|
2013
Q2 | $46K | Buy |
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