United Asset Strategies’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 | $4.64M | Sell |
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|
2025
Q2 | $4.89M | Buy |
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|
2025
Q1 | $4.48M | Sell |
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|
2024
Q4 | $4.83M | Buy |
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|
2024
Q3 | $4.08M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.59M | Buy |
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|
2023
Q2 | $2.59M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $822K | Buy |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $532K | Sell |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $535K | Sell |
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|
2020
Q4 | $673K | Buy |
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|
2020
Q3 | $519K | Sell |
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|
2020
Q2 | $550K | Sell |
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|
2020
Q1 | $526K | Sell |
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|
2019
Q4 | $693K | Buy |
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|
2019
Q3 | $628K | Buy |
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|
2019
Q2 | $512K | Buy |
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|
2019
Q1 | $410K | Sell |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $414K | Sell |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $1.4M | Buy |
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|
2017
Q4 | $1.32M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $757K | Buy |
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|
2017
Q1 | $373K | Buy |
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|
2016
Q4 | $204K | Sell |
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|
2016
Q3 | $245K | Sell |
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|
2016
Q2 | $233K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $213K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $214K | Buy |
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