True Wealth Design’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 | $85.6K | Buy |
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|
2025
Q2 | $54.2K | Buy |
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|
2025
Q1 | $41.3K | Buy |
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|
2024
Q4 | $14.8K | Sell |
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|
2024
Q3 | $94K | Buy |
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|
2024
Q2 | $6.3K | Hold |
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|
2024
Q1 | $6.7K | Hold |
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|
2023
Q4 | $6.25K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $14.2K | Buy |
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|
2022
Q4 | $4.36K | Buy |
|