Twelve Points 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.81M | Sell |
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|
2025
Q2 | $1.88M | Buy |
|
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|
2025
Q1 | $1.84M | Buy |
|
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|
2024
Q4 | $1.64M | Sell |
|
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|
2024
Q3 | $1.47M | Buy |
|
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|
2024
Q2 | $1.38M | Buy |
|
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|
2024
Q1 | $1.46M | Sell |
|
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|
2023
Q4 | $1.39M | Buy |
|
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|
2023
Q3 | $1.22M | Buy |
|
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|
2023
Q2 | $1.15M | Buy |
|
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|
2023
Q1 | $1.05M | Buy |
|
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|
2022
Q4 | $941K | Hold |
|
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|
2022
Q3 | $804K | Hold |
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|
2022
Q2 | $891K | Hold |
|
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.06M | Buy |
|