Waypoint Capital Advisors’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.81M Buy
2024
Q2
$1.71M Buy
2024
Q1
$1.81M Buy
2023
Q4
$1.65M Sell
2023
Q3
$1.46M Buy
2023
Q2
$1.39M Buy
2023
Q1
$1.31M Sell
2022
Q4
$1.21M Sell
2022
Q3
$1.04M Sell
2022
Q2
$1.24M Sell
2022
Q1
$1.43M Buy
2021
Q4
$1.32M Buy