Schrum Private Wealth Management’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 | $2.42M | Hold |
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|
2025
Q1 | $2.39M | Hold |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $1.73M | Hold |
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|
2023
Q2 | $1.78M | Hold |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.53M | Hold |
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|
2022
Q3 | $1.31M | Hold |
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|
2022
Q2 | $1.45M | Hold |
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|
2022
Q1 | $1.61M | Hold |
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|
2021
Q4 | $1.59M | Buy |
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