Trellis Advisors’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 | – | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $533K | Buy |
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $541K | Hold |
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|
2021
Q2 | $569K | Sell |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $528K | Buy |
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|
2020
Q3 | $479K | Sell |
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|
2020
Q2 | $467K | Buy |
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|
2020
Q1 | $382K | Buy |
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|
2019
Q4 | $355K | Sell |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $343K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $259K | Buy |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $273K | Buy |
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|
2017
Q4 | $254K | Buy |
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