Tower Wealth Partners’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 | $716K | Sell |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $671K | Sell |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $505K | Buy |
|
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $393K | Sell |
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|
2021
Q2 | $513K | Sell |
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|
2021
Q1 | $466K | Buy |
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|
2020
Q4 | $444K | Buy |
|