WealthSource Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.11M | Sell |
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|
2023
Q3 | $3.71M | Sell |
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|
2023
Q2 | $3.86M | Buy |
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.42M | Sell |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.47M | Sell |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $555K | Sell |
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|
2018
Q4 | $829K | Buy |
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|
2018
Q3 | $659K | Sell |
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|
2018
Q2 | $737K | Buy |
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|
2018
Q1 | $495K | Buy |
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|
2017
Q4 | $351K | Sell |
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|
2017
Q3 | $513K | Buy |
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|
2017
Q2 | $429K | Buy |
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|
2017
Q1 | $345K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $559K | Sell |
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|
2016
Q1 | $602K | Buy |
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