Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $989K | Buy |
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|
2020
Q2 | $937K | Buy |
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|
2020
Q1 | $750K | Buy |
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|
2019
Q4 | $710K | Sell |
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|
2019
Q3 | $644K | Sell |
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|
2019
Q2 | $811K | Sell |
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|
2019
Q1 | $752K | Sell |
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|
2018
Q4 | $642K | Buy |
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|
2018
Q3 | $728K | Buy |
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|
2018
Q2 | $596K | Buy |
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|
2018
Q1 | $474K | Sell |
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|
2017
Q4 | $455K | Buy |
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