Safeguard Investment Advisory Group’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 | $1.07M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $864K | Buy |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $656K | Sell |
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|
2022
Q4 | $621K | Buy |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $494K | Sell |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $468K | Buy |
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