Valley Wealth Managers’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 | $2.02M | Buy |
|
|||||
|
2025
Q2 | $1.62M | Sell |
|
|||||
|
2025
Q1 | $1.88M | Buy |
|
|||||
|
2024
Q4 | $1.59M | Buy |
|
|||||
|
2024
Q3 | $1.22M | Buy |
|
|||||
|
2024
Q2 | $698K | Buy |
|
|||||
|
2024
Q1 | $544K | Buy |
|
|||||
|
2023
Q4 | $363K | Buy |
|
|||||
|
2023
Q3 | $284K | Buy |
|
|||||
|
2023
Q2 | $280K | Sell |
|
|||||
|
2023
Q1 | $577K | Buy |
|
|||||
|
2022
Q4 | $261K | Buy |
|
|||||
|
2022
Q3 | $219K | Buy |
|
|||||
|
2022
Q2 | $221K | Sell |
|
|||||
|
2022
Q1 | $310K | Buy |
|
|||||
|
2021
Q4 | $290K | Buy |
|
|||||
|
2021
Q3 | $255K | Buy |
|