Wealth Enhancement Advisory Services’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 | $373M | Buy |
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|
2025
Q1 | $304M | Buy |
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|
2024
Q4 | $223M | Sell |
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|
2024
Q3 | $221M | Buy |
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|
2024
Q2 | $185M | Buy |
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|
2024
Q1 | $191M | Buy |
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|
2023
Q4 | $166M | Buy |
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|
2023
Q3 | $140M | Buy |
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|
2023
Q2 | $28.8M | Buy |
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|
2023
Q1 | $26.8M | Buy |
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|
2022
Q4 | $5.99M | Buy |
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|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $13.3M | Buy |
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|
2022
Q1 | $6.65M | Buy |
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|
2021
Q4 | $6.45M | Buy |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $1.87M | Sell |
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|
2021
Q1 | $4.48M | Buy |
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|
2020
Q4 | $3.73M | Sell |
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|
2020
Q3 | $7.23M | Buy |
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|
2020
Q2 | $4.67M | Sell |
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|
2020
Q1 | $5.73M | Sell |
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|
2019
Q4 | $7.5M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.28M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $3.09M | Buy |
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|
2017
Q4 | $415K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.47M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $676K | Buy |
|