Smith Salley 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
Q3 | $40.3M | Buy |
|
|||||
|
2025
Q2 | $40.8M | Buy |
|
|||||
|
2025
Q1 | $39.1M | Buy |
|
|||||
|
2024
Q4 | $34.9M | Buy |
|
|||||
|
2024
Q3 | $30M | Buy |
|
|||||
|
2024
Q2 | $27.9M | Buy |
|
|||||
|
2024
Q1 | $27.8M | Sell |
|
|||||
|
2023
Q4 | $34M | Buy |
|
|||||
|
2023
Q3 | $29M | Buy |
|
|||||
|
2023
Q2 | $28.7M | Buy |
|
|||||
|
2023
Q1 | $27M | Buy |
|
|||||
|
2022
Q4 | $24.6M | Sell |
|
|||||
|
2022
Q3 | $21.1M | Buy |
|
|||||
|
2022
Q2 | $23M | Buy |
|
|||||
|
2022
Q1 | $24.6M | Buy |
|
|||||
|
2021
Q4 | $23.6M | Buy |
|
|||||
|
2021
Q3 | $24.1M | Buy |
|
|||||
|
2021
Q2 | $24.9M | Buy |
|
|||||
|
2021
Q1 | $21.9M | Buy |
|
|||||
|
2020
Q4 | $21.7M | Buy |
|
|||||
|
2020
Q3 | $18.6M | Buy |
|
|||||
|
2020
Q2 | $17.5M | Buy |
|
|||||
|
2020
Q1 | $14M | Buy |
|
|||||
|
2019
Q4 | $16M | Sell |
|
|||||
|
2019
Q3 | $14.8M | Buy |
|
|||||
|
2019
Q2 | $14.4M | Buy |
|
|||||
|
2019
Q1 | $12.4M | Buy |
|
|||||
|
2018
Q4 | $10.2M | Buy |
|
|||||
|
2018
Q3 | $11.3M | Buy |
|
|||||
|
2018
Q2 | $9.64M | Buy |
|
|||||
|
2018
Q1 | $8.21M | Buy |
|
|||||
|
2017
Q4 | $7.77M | Buy |
|
|||||
|
2017
Q3 | $6.98M | Buy |
|
|||||
|
2017
Q2 | $6.08M | Buy |
|
|||||
|
2017
Q1 | $5.69M | Buy |
|
|||||
|
2016
Q4 | $4.95M | Buy |
|
|||||
|
2016
Q3 | $5.17M | Buy |
|
|||||
|
2016
Q2 | $4.52M | Buy |
|