Trek Financial’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 | $2.61M | Buy |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $620K | Buy |
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|
2021
Q3 | $570K | Buy |
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|
2021
Q2 | $515K | Buy |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $371K | Sell |
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|
2020
Q3 | $695K | Buy |
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|
2020
Q2 | $530K | Buy |
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