Willow Creek Wealth Management’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 | $1.69M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $978K | Hold |
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|
2022
Q4 | $902K | Sell |
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|
2022
Q3 | $777K | Buy |
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|
2022
Q2 | $855K | Sell |
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|
2022
Q1 | $982K | Sell |
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|
2021
Q4 | $962K | Sell |
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|
2021
Q3 | $990K | Hold |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $928K | Buy |
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|
2020
Q4 | $952K | Hold |
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|
2020
Q3 | $870K | Sell |
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|
2020
Q2 | $848K | Sell |
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|
2020
Q1 | $714K | Buy |
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|
2019
Q4 | $831K | Sell |
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|
2019
Q3 | $790K | Buy |
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|
2019
Q2 | $740K | Hold |
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|
2019
Q1 | $666K | Buy |
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|
2018
Q4 | $536K | Hold |
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|
2018
Q3 | $609K | Sell |
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|
2018
Q2 | $549K | Buy |
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|
2018
Q1 | $489K | Buy |
|