Schneider Downs Wealth Management 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
Q2 | $925K | Sell |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $980K | Hold |
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|
2024
Q3 | $853K | Buy |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $822K | Sell |
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|
2021
Q3 | $888K | Buy |
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|
2021
Q2 | $688K | Buy |
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|
2021
Q1 | $614K | Buy |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $291K | Hold |
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|
2020
Q1 | $243K | Buy |
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