Valmark Advisers’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 | $2.51M | Buy |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $721K | Buy |
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $513K | Sell |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $614K | Buy |
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|
2020
Q4 | $580K | Buy |
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|
2020
Q3 | $273K | Buy |
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