Robertson Stephens Wealth Management’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 | $9.87M | Buy |
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|
2025
Q1 | $9.57M | Sell |
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|
2024
Q4 | $8.92M | Sell |
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|
2024
Q3 | $9.38M | Sell |
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|
2024
Q2 | $9.66M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $8.47M | Sell |
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|
2023
Q3 | $8.03M | Buy |
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|
2023
Q2 | $8.16M | Sell |
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|
2023
Q1 | $8.08M | Sell |
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|
2022
Q4 | $7.6M | Sell |
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|
2022
Q3 | $6.78M | Buy |
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|
2022
Q2 | $7.21M | Sell |
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|
2022
Q1 | $8.45M | Buy |
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|
2021
Q4 | $7.36M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.47M | Sell |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $407K | Buy |
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