AFA
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AA Financial Advisors’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
4,098
-835
-17% -$296K 0.31% 58
2025
Q1
$1.73M Sell
4,933
-214
-4% -$75K 0.42% 50
2024
Q4
$1.63M Buy
5,147
+124
+2% +$39.2K 0.43% 52
2024
Q3
$1.38M Buy
5,023
+94
+2% +$25.8K 0.4% 57
2024
Q2
$1.29M Buy
4,929
+66
+1% +$17.3K 0.46% 53
2024
Q1
$1.36M Buy
+4,863
New +$1.36M 0.55% 52