WFA of San Diego’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 | $115K | Buy |
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|
2024
Q3 | $89.4K | Hold |
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|
2024
Q2 | $85.3K | Buy |
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|
2023
Q3 | $74.8K | Hold |
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|
2023
Q2 | $77.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $66.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $67K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $832K | Buy |
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