Tanglewood Legacy 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
Q2 | $157K | Sell |
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|
2025
Q1 | $165K | Sell |
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|
2024
Q4 | $151K | Buy |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $133K | Buy |
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|
2023
Q4 | $122K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $97.6K | Buy |
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