Summit Financial 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 | $1.26M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $586K | Hold |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $516K | Hold |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $558K | Buy |
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|
2021
Q3 | $514K | Hold |
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|
2021
Q2 | $540K | Hold |
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|
2021
Q1 | $505K | Hold |
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|
2020
Q4 | $462K | Hold |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $450K | Buy |
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|
2020
Q1 | $385K | Hold |
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|
2019
Q4 | $459K | Hold |
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|
2019
Q3 | $403K | Hold |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $360K | Hold |
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|
2018
Q4 | $300K | Hold |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $403K | Hold |
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|
2018
Q1 | $403K | Hold |
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|
2017
Q4 | $384K | Buy |
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|
2017
Q3 | $352K | Hold |
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|
2017
Q2 | $314K | Sell |
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|
2017
Q1 | $306K | Hold |
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|
2016
Q4 | $269K | Sell |
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|
2016
Q3 | $286K | Hold |
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|
2016
Q2 | $256K | Sell |
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|
2016
Q1 | $268K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $161K | Buy |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Buy |
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