Abundance Wealth Counselors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
8,345
+37
| +0.4% | +$12.9K | 0.55% | 31 |
|
|
2025
Q1 | $2.87M | Sell |
8,308
-170
| -2% | -$58.7K | 0.6% | 31 |
|
|
2024
Q4 | $2.68M | Buy |
8,478
+211
| +3% | +$66.7K | 0.58% | 26 |
|
|
2024
Q3 | $2.27M | Buy |
8,267
+537
| +7% | +$148K | 0.47% | 29 |
|
|
2024
Q2 | $2.03M | Sell |
7,730
-459
| -6% | -$120K | 0.93% | 20 |
|
|
2024
Q1 | $2.29M | Sell |
8,189
-297
| -3% | -$82.9K | 0.53% | 29 |
|
|
2023
Q4 | $2.21M | Buy |
8,486
+146
| +2% | +$38K | 0.57% | 27 |
|
|
2023
Q3 | $1.92M | Sell |
8,340
-137
| -2% | -$31.5K | 0.55% | 29 |
|
|
2023
Q2 | $2.01M | Sell |
8,477
-118
| -1% | -$28K | 1.04% | 15 |
|
|
2023
Q1 | $1.94M | Sell |
8,595
-271
| -3% | -$61.1K | 0.49% | 29 |
|
|
2022
Q4 | $1.84M | Buy |
8,866
+233
| +3% | +$48.4K | 0.5% | 32 |
|
|
2022
Q3 | $1.53M | Sell |
8,633
-24
| -0.3% | -$4.27K | 0.44% | 32 |
|
|
2022
Q2 | $1.7M | Buy |
8,657
+226
| +3% | +$44.5K | 0.46% | 31 |
|
|
2022
Q1 | $1.87M | Buy |
8,431
+889
| +12% | +$197K | 0.51% | 28 |
|
|
2021
Q4 | $1.63M | Buy |
7,542
+143
| +2% | +$31K | 0.42% | 35 |
|
|
2021
Q3 | $1.65M | Buy |
+7,399
| New | +$1.65M | 0.96% | 13 |
|
|
2021
Q2 | – | Sell |
-6,991
| Closed | -$1.48M | – | 323 |
|
|
2021
Q1 | $1.48M | Buy |
6,991
+416
| +6% | +$88.1K | 0.37% | 19 |
|
|
2020
Q4 | $1.44M | Buy |
6,575
+187
| +3% | +$40.9K | 0.36% | 19 |
|
|
2020
Q3 | $1.28M | Buy |
6,388
+602
| +10% | +$120K | 0.37% | 18 |
|
|
2020
Q2 | $1.12M | Buy |
+5,786
| New | +$1.12M | 0.34% | 19 |
|