Summit Place 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 | $3.58M | Buy |
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|
2025
Q2 | $3.72M | Buy |
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|
2025
Q1 | $3.63M | Sell |
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|
2024
Q4 | $3.32M | Buy |
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|
2024
Q3 | $2.88M | Sell |
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|
2024
Q2 | $2.87M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $2.05M | Sell |
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|
2020
Q4 | $2.13M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.05M | Buy |
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