San Luis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.5M | Hold |
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|
2025
Q2 | $3.5M | Sell |
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|
2025
Q1 | $4.11M | Sell |
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|
2024
Q4 | $5.85M | Buy |
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|
2024
Q3 | $4.1M | Buy |
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $4.45M | Sell |
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|
2023
Q4 | $4.21M | Buy |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $3.78M | Sell |
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|
2023
Q1 | $4.15M | Buy |
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|
2022
Q4 | $3.26M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $438K | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2020
Q4 | $234K | Buy |
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