Wealthspire Advisors (New York)’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 | $9.32M | Buy |
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|
2025
Q1 | $9.07M | Buy |
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|
2024
Q4 | $7.7M | Sell |
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|
2024
Q3 | $7.28M | Buy |
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|
2024
Q2 | $6.73M | Buy |
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|
2024
Q1 | $5.89M | Sell |
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|
2023
Q4 | $5.59M | Buy |
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|
2023
Q3 | $4.27M | Buy |
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|
2023
Q2 | $4.22M | Buy |
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|
2023
Q1 | $3.43M | Sell |
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|
2022
Q4 | $4.05M | Buy |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $4.23M | Sell |
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|
2021
Q3 | $5.85M | Buy |
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|
2021
Q2 | $2.64M | Sell |
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|
2021
Q1 | $9.25M | Buy |
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|
2020
Q4 | $8.05M | Buy |
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|
2020
Q3 | $5.63M | Buy |
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|
2020
Q2 | $4.81M | Sell |
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|
2020
Q1 | $7.78M | Buy |
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|
2019
Q4 | $2.33M | Buy |
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|
2019
Q3 | $1.91M | Buy |
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|
2019
Q2 | $773K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $375K | Buy |
|