Wealth Management 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
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.22M | Hold |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $984K | Buy |
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|
2022
Q4 | $898K | Hold |
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|
2022
Q3 | $813K | Hold |
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $983K | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $975K | Buy |
|