Sigma Investment Counselors’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 | $5.74M | Buy |
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|
2025
Q1 | $5.24M | Sell |
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|
2024
Q4 | $5.09M | Sell |
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|
2024
Q3 | $4.43M | Buy |
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|
2024
Q2 | $4.12M | Buy |
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|
2024
Q1 | $4.15M | Buy |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $368K | Buy |
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