SOA Wealth 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
Q3 | $970K | Buy |
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|
2025
Q2 | $986K | Buy |
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|
2025
Q1 | $973K | Buy |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $737K | Buy |
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|
2024
Q1 | $776K | Buy |
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|
2023
Q4 | $722K | Sell |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $602K | Buy |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $410K | Buy |
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|
2020
Q4 | $374K | Buy |
|