Wellspring Financial Advisors’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 | $1.29M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $987K | Buy |
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|
2024
Q2 | $894K | Buy |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | $808K | Sell |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $345K | Hold |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $433K | Buy |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $371K | Sell |
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|
2020
Q1 | $311K | Buy |
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