Worth Asset 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 | $475K | Sell |
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|
2025
Q2 | $630K | Sell |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | $529K | Buy |
|
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $363K | Buy |
|