Wharton Business Group’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 | $257K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $217K | Hold |
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|
2023
Q4 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $234K | Buy |
|