Summit Wealth & Retirement Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $394K | Buy |
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|
2025
Q3 | $381K | Hold |
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|
2025
Q2 | $396K | Hold |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $693K | Hold |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $897K | Sell |
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|
2021
Q3 | $988K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $229K | Buy |
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