SkyOak Wealth’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 | $2.99M | Hold |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $2.69M | Hold |
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|
2024
Q3 | $2.34M | Hold |
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|
2024
Q2 | $2.24M | Hold |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.36M | Sell |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $2.78M | Sell |
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|
2021
Q1 | $2.8M | Sell |
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|
2020
Q4 | $2.64M | Sell |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $2.59M | Sell |
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|
2019
Q4 | $6.72M | Buy |
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