1WA
180 Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Sell |
11,472
-109
| -0.9% | -$38.7K | 0.57% | 39 |
|
|
2025
Q1 | $4.06M | Sell |
11,581
-6
| -0.1% | -$2.1K | 0.65% | 36 |
|
|
2024
Q4 | $3.66M | Buy |
11,587
+150
| +1% | +$47.4K | 0.57% | 39 |
|
|
2024
Q3 | $3.14M | Buy |
11,437
+183
| +2% | +$50.3K | 0.5% | 49 |
|
|
2024
Q2 | $2.95M | Buy |
11,254
+346
| +3% | +$90.8K | 0.48% | 49 |
|
|
2024
Q1 | $3.04M | Buy |
10,908
+423
| +4% | +$118K | 0.55% | 48 |
|
|
2023
Q4 | $2.71M | Sell |
10,485
-733
| -7% | -$190K | 0.54% | 48 |
|
|
2023
Q3 | $2.58M | Buy |
11,218
+427
| +4% | +$98.2K | 0.58% | 40 |
|
|
2023
Q2 | $2.57M | Sell |
10,791
-114
| -1% | -$27.1K | 0.56% | 41 |
|
|
2023
Q1 | $2.46M | Buy |
10,905
+16
| +0.1% | +$3.61K | 0.57% | 44 |
|
|
2022
Q4 | $2.45M | Sell |
10,889
-151
| -1% | -$33.9K | 0.58% | 48 |
|
|
2022
Q3 | $1.96M | Buy |
11,040
+1
| +0% | +$178 | 0.54% | 52 |
|
|
2022
Q2 | $2.2M | Buy |
11,039
+2
| +0% | +$398 | 0.56% | 45 |
|
|
2022
Q1 | $2.38M | Buy |
11,037
+146
| +1% | +$31.5K | 0.52% | 51 |
|
|
2021
Q4 | $2.24M | Buy |
10,891
+280
| +3% | +$57.7K | 0.5% | 52 |
|
|
2021
Q3 | $2.45M | Buy |
10,611
+343
| +3% | +$79.2K | 0.54% | 44 |
|
|
2021
Q2 | $2.44M | Sell |
10,268
-270
| -3% | -$64.3K | 0.56% | 41 |
|
|
2021
Q1 | $2.39M | Sell |
10,538
-114
| -1% | -$25.9K | 0.59% | 40 |
|
|
2020
Q4 | $2.15M | Sell |
10,652
-119
| -1% | -$24K | 0.62% | 34 |
|
|
2020
Q3 | $2.13M | Buy |
10,771
+185
| +2% | +$36.6K | 0.8% | 26 |
|
|
2020
Q2 | $2.07M | Sell |
10,586
-152
| -1% | -$29.7K | 0.82% | 25 |
|
|
2020
Q1 | $1.69M | Buy |
10,738
+1,052
| +11% | +$166K | 0.88% | 23 |
|
|
2019
Q4 | $1.94M | Buy |
9,686
+726
| +8% | +$145K | 0.77% | 25 |
|
|
2019
Q3 | $1.59M | Buy |
8,960
+849
| +10% | +$150K | 0.7% | 27 |
|
|
2019
Q2 | $1.45M | Buy |
8,111
+223
| +3% | +$39.9K | 0.65% | 35 |
|
|
2019
Q1 | $1.26M | Buy |
7,888
+3,025
| +62% | +$485K | 0.57% | 42 |
|
|
2018
Q4 | $730K | Hold |
4,863
| – | – | 0.34% | 89 |
|
|
2018
Q3 | $730K | Buy |
4,863
+2,294
| +89% | +$344K | 0.34% | 92 |
|
|
2018
Q2 | $340K | Buy |
2,569
+15
| +0.6% | +$1.99K | 0.17% | 162 |
|
|
2018
Q1 | $306K | Sell |
2,554
-96
| -4% | -$11.5K | 0.16% | 163 |
|
|
2017
Q4 | $302K | Buy |
+2,650
| New | +$302K | 0.15% | 166 |
|