Stonebridge Financial Planning Group’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 | Sell |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $2.88M | Sell |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.43M | Sell |
|
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|
2024
Q1 | $2.6M | Sell |
|
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|
2023
Q4 | $2.43M | Sell |
|
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.18M | Sell |
|
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|
2022
Q4 | $2.04M | Hold |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.99M | Sell |
|
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $2.43M | Sell |
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|
2021
Q3 | $2.29M | Sell |
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|
2021
Q2 | $2.67M | Buy |
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|
2021
Q1 | $2.4M | Sell |
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|
2020
Q4 | $2.52M | Sell |
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|
2020
Q3 | $2.31M | Buy |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $2.17M | Buy |
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