Wolff Financial 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
Q3 | $1.08M | Buy |
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|
2025
Q2 | $1.12M | Hold |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $823K | Hold |
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|
2024
Q3 | $716K | Hold |
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|
2024
Q2 | $683K | Buy |
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|
2024
Q1 | $727K | Hold |
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|
2023
Q4 | $678K | Hold |
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|
2023
Q3 | $599K | Hold |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $587K | Hold |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $464K | Hold |
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|
2022
Q2 | $515K | Hold |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q1 | $555K | Sell |
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|
2020
Q4 | $593K | Buy |
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|
2020
Q3 | $524K | Buy |
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|
2020
Q2 | $506K | Hold |
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|
2020
Q1 | $422K | Hold |
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|
2019
Q4 | $492K | Buy |
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|
2019
Q3 | $450K | Sell |
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|
2019
Q2 | $454K | Hold |
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|
2019
Q1 | $409K | Buy |
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|
2018
Q4 | $345K | Buy |
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