YorkBridge Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.82M | Sell |
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|
2022
Q3 | $6.46M | Buy |
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|
2022
Q2 | $7M | Buy |
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|
2022
Q1 | $7.86M | Buy |
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|
2021
Q4 | $6.8M | Buy |
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|
2021
Q3 | $6.7M | Buy |
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|
2021
Q2 | $6.72M | Buy |
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|
2021
Q1 | $6.04M | Buy |
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|
2020
Q4 | $6.01M | Buy |
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|
2020
Q3 | $5.26M | Buy |
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|
2020
Q2 | $4.58M | Buy |
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|
2020
Q1 | $3.39M | Sell |
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|
2019
Q4 | $4.75M | Buy |
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|
2019
Q3 | $4.31M | Buy |
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|
2019
Q2 | $4.24M | Sell |
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|
2019
Q1 | $3.9M | Buy |
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|
2018
Q4 | $3.21M | Sell |
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|
2018
Q3 | $3.73M | Sell |
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|
2018
Q2 | $3.92M | Buy |
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|
2018
Q1 | $3.35M | Buy |
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|
2017
Q4 | $3.13M | Sell |
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|
2017
Q3 | $2.92M | Sell |
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|
2017
Q2 | $2.91M | Buy |
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|
2017
Q1 | $2.88M | Buy |
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|
2016
Q4 | $2.35M | Buy |
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