Wealthspan 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 | $303K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $238K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $431K | Buy |
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