Valeo Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
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|
2025
Q1 | $21.6M | Buy |
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|
2024
Q4 | $19.3M | Sell |
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|
2024
Q3 | $17.1M | Buy |
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|
2024
Q2 | $16.1M | Buy |
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|
2024
Q1 | $16.7M | Buy |
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|
2023
Q4 | $15.5M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $13.6M | Sell |
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|
2023
Q1 | $13.1M | Buy |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $8.57M | Buy |
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|
2022
Q2 | $9.34M | Sell |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $9.89M | Sell |
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|
2021
Q3 | $10.2M | Buy |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $12.8M | Sell |
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|
2020
Q4 | $12.9M | Buy |
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|
2020
Q3 | $8.72M | Buy |
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|
2020
Q2 | $8.2M | Buy |
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|
2020
Q1 | $7.18M | Buy |
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|
2019
Q4 | $7.75M | Buy |
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|
2019
Q3 | $6.97M | Buy |
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|
2019
Q2 | $6.69M | Buy |
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|
2019
Q1 | $5.49M | Buy |
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|
2018
Q4 | $4.55M | Sell |
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|
2018
Q3 | $4.79M | Buy |
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|
2018
Q2 | $4.76M | Buy |
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|
2018
Q1 | $3.88M | Buy |
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|
2017
Q4 | $3.57M | Buy |
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|
2017
Q3 | $2.85M | Buy |
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