Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $913K | Buy |
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|
2020
Q2 | $796K | Buy |
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|
2020
Q1 | $625K | Buy |
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|
2019
Q4 | $689K | Sell |
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|
2019
Q3 | $3.43M | Sell |
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|
2019
Q2 | $3.49M | Buy |
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|
2019
Q1 | $3.09M | Buy |
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|
2018
Q4 | $2.58M | Sell |
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|
2018
Q3 | $3.47M | Buy |
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|
2018
Q2 | $2.67M | Hold |
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|
2018
Q1 | $2.41M | Hold |
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|
2017
Q4 | $2.3M | Sell |
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|
2017
Q3 | $2.14M | Buy |
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|
2017
Q2 | $1.82M | Sell |
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|
2017
Q1 | $1.72M | Buy |
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|
2016
Q4 | $1.51M | Hold |
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|
2016
Q3 | $1.6M | Buy |
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|
2016
Q2 | $1.42M | Buy |
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|
2016
Q1 | $64K | Buy |
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|
2015
Q4 | $3K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $44K | Hold |
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|
2015
Q1 | $43K | Buy |
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