Rise 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 | $460K | Sell |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $79.6K | Sell |
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|
2023
Q3 | $70.9K | Buy |
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|
2023
Q2 | $39.3K | Sell |
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|
2023
Q1 | $37.7K | Buy |
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|
2022
Q4 | $33.6K | Hold |
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|
2022
Q3 | $29K | Buy |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $34.8K | Buy |
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