Walled Lake Planning & Wealth Management’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 | $1.45M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $912K | Sell |
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|
2022
Q3 | $953K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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