Strategic Family Wealth Counselors’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 | $2.64M | Buy |
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|
2025
Q1 | $2.61M | Buy |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.89M | Hold |
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|
2024
Q1 | $2.01M | Hold |
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|
2023
Q4 | $1.87M | Hold |
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|
2023
Q3 | $1.66M | Hold |
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|
2023
Q2 | $1.71M | Hold |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $881K | Sell |
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|
2022
Q3 | $754K | Sell |
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|
2022
Q2 | $843K | Buy |
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|
2022
Q1 | $931K | Hold |
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|
2021
Q4 | $910K | Hold |
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|
2021
Q3 | $935K | Buy |
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|
2021
Q2 | $980K | Buy |
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|
2021
Q1 | $886K | Buy |
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|
2020
Q4 | $914K | Buy |
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|
2020
Q3 | $820K | Sell |
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|
2020
Q2 | $801K | Buy |
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|
2020
Q1 | $667K | Sell |
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|
2019
Q4 | $788K | Buy |
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|
2019
Q3 | $720K | Buy |
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|
2019
Q2 | $706K | Buy |
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|
2019
Q1 | $634K | Buy |
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|
2018
Q4 | $535K | Buy |
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