Waypoint Wealth Partners’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 | $395K | Sell |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $348K | Buy |
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