SS&H Financial 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 | $3.16M | Hold |
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|
2025
Q2 | $3.28M | Sell |
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|
2025
Q1 | $3.34M | Buy |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.42M | Hold |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.64M | Hold |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $2.51M | Buy |
|