Roberts 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
Q2 | $5.88M | Sell |
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|
2025
Q1 | $5.95M | Sell |
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|
2024
Q4 | $5.77M | Sell |
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|
2024
Q3 | $5.03M | Buy |
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|
2024
Q2 | $4.82M | Buy |
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|
2024
Q1 | $4.91M | Buy |
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|
2023
Q4 | $14.1M | Buy |
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $4.17M | Sell |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $3.63M | Buy |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $3.45M | Buy |
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|
2022
Q1 | $3.75M | Buy |
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|
2021
Q4 | $3.63M | Buy |
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|
2021
Q3 | $3.47M | Buy |
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