Regent Peak 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
Q3 | $1.8M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $894K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $840K | Buy |
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|
2020
Q2 | $798K | Buy |
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|
2020
Q1 | $548K | Buy |
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|
2019
Q4 | $482K | Buy |
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