Willner & Heller’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 | $1.29M | Buy |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.33M | Sell |
|
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|
2024
Q4 | $1.23M | Buy |
|
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|
2024
Q3 | $1.06M | Buy |
|
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|
2024
Q2 | $990K | Buy |
|
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|
2024
Q1 | $1.03M | Sell |
|
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|
2023
Q4 | $968K | Buy |
|
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|
2022
Q4 | $823K | Sell |
|
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|
2022
Q3 | $720K | Sell |
|
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|
2022
Q2 | $813K | Buy |
|
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $670K | Buy |
|