West 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
Q3 | $49.5K | Hold |
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|
2025
Q2 | $51.5K | Hold |
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|
2025
Q1 | $50.8K | Hold |
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|
2024
Q4 | $45.8K | Hold |
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|
2024
Q3 | $39.9K | Buy |
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|
2024
Q2 | $18.9K | Hold |
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|
2024
Q1 | $20.1K | Hold |
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|
2023
Q4 | $18.7K | Hold |
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|
2023
Q3 | $16.6K | Hold |
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|
2023
Q2 | $17.1K | Hold |
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|
2023
Q1 | $16.2K | Hold |
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|
2022
Q4 | $15K | Hold |
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|
2022
Q3 | $13K | Buy |
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