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