AAFMAA Wealth Management & Trust’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
6,193
-1,001
| -14% | -$355K | 0.91% | 28 |
|
|
2025
Q1 | $2.52M | Sell |
7,194
-1,009
| -12% | -$354K | 1.14% | 17 |
|
|
2024
Q4 | $2.59M | Sell |
8,203
-899
| -10% | -$284K | 1.14% | 22 |
|
|
2024
Q3 | $2.5M | Buy |
9,102
+414
| +5% | +$114K | 1.1% | 23 |
|
|
2024
Q2 | $2.28M | Buy |
8,688
+337
| +4% | +$88.5K | 1.12% | 25 |
|
|
2024
Q1 | $2.33M | Sell |
8,351
-2,111
| -20% | -$589K | 1.27% | 22 |
|
|
2023
Q4 | $2.72M | Buy |
10,462
+2,038
| +24% | +$531K | 1.54% | 20 |
|
|
2023
Q3 | $1.94M | Sell |
8,424
-20,941
| -71% | -$4.82M | 1.8% | 25 |
|
|
2023
Q2 | $6.97M | Sell |
29,365
-150
| -0.5% | -$35.6K | 5.76% | 1 |
|
|
2023
Q1 | $6.65M | Sell |
29,515
-383
| -1% | -$86.4K | 5.34% | 2 |
|
|
2022
Q4 | $6.21M | Sell |
29,898
-1,738
| -5% | -$361K | 5.6% | 3 |
|
|
2022
Q3 | $5.62M | Sell |
31,636
-2,113
| -6% | -$375K | 4.14% | 3 |
|
|
2022
Q2 | $6.65M | Sell |
33,749
-934
| -3% | -$184K | 4.48% | 4 |
|
|
2022
Q1 | $7.69M | Buy |
34,683
+968
| +3% | +$215K | 3.55% | 5 |
|
|
2021
Q4 | $7.31M | Buy |
33,715
+1,185
| +4% | +$257K | 3.18% | 9 |
|
|
2021
Q3 | $7.25M | Buy |
32,530
+17,557
| +117% | +$3.91M | 3.44% | 8 |
|
|
2021
Q2 | $3.5M | Sell |
14,973
-9,938
| -40% | -$2.32M | 1.61% | 33 |
|
|
2021
Q1 | $5.27M | Buy |
24,911
+9,211
| +59% | +$1.95M | 2.54% | 17 |
|
|
2020
Q4 | $3.43M | Buy |
+15,700
| New | +$3.43M | 1.66% | 29 |
|