V Wealth 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
Q3 | $2.69M | Sell |
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2023
Q2 | $8.82M | Sell |
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2023
Q1 | $8.4M | Buy |
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2022
Q4 | $7.53M | Buy |
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2022
Q3 | $5.87M | Sell |
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2022
Q2 | $6.77M | Buy |
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2022
Q1 | $7.57M | Buy |
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2021
Q4 | $7.35M | Sell |
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2021
Q3 | $7.74M | Sell |
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2021
Q2 | $8.35M | Buy |
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2021
Q1 | $7.38M | Buy |
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2020
Q4 | $7.18M | Buy |
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2020
Q3 | $2.42M | Sell |
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2020
Q2 | $6.26M | Sell |
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2020
Q1 | $5.31M | Buy |
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2019
Q4 | $3.45M | Hold |
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2019
Q3 | $3.45M | Sell |
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2019
Q2 | $3.51M | Sell |
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2019
Q1 | $3.26M | Buy |
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2018
Q4 | $2.61M | Sell |
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2018
Q3 | $3.04M | Buy |
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2018
Q2 | $2.63M | Buy |
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2018
Q1 | $2.14M | Buy |
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2017
Q4 | $2.1M | Buy |
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2017
Q3 | $1.77M | Buy |
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2017
Q2 | $721K | Sell |
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2017
Q1 | $877K | Buy |
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2016
Q4 | $623K | Sell |
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2016
Q3 | $675K | Sell |
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2016
Q2 | $660K | Sell |
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2016
Q1 | $845K | Buy |
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