Sage Private Wealth 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 | $883K | Buy |
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|
2025
Q1 | $852K | Buy |
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|
2024
Q4 | $749K | Sell |
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|
2024
Q3 | $657K | Buy |
|
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|
2024
Q2 | $615K | Buy |
|
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|
2024
Q1 | $636K | Buy |
|
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|
2023
Q4 | $523K | Buy |
|
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|
2023
Q3 | $375K | Buy |
|
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $372K | Sell |
|
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|
2022
Q4 | $362K | Buy |
|
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $401K | Buy |
|