Traverso Chambers Private Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $852K | Sell |
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|
2023
Q3 | $758K | Buy |
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|
2023
Q2 | $775K | Hold |
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|
2023
Q1 | $736K | Buy |
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|
2022
Q4 | $662K | Sell |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $663K | Hold |
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|
2021
Q3 | $681K | Hold |
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|
2021
Q2 | $715K | Sell |
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|
2021
Q1 | $693K | Hold |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $682K | Hold |
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|
2020
Q2 | $659K | Hold |
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|
2020
Q1 | $550K | Hold |
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|
2019
Q4 | $641K | Hold |
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|
2019
Q3 | $587K | Hold |
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|
2019
Q2 | $598K | Hold |
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|
2019
Q1 | $533K | Buy |
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|
2018
Q4 | $386K | Buy |
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