AGA
Accuvest Global Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
12,667
+8,825
| +230% | +$3.13M | 2.93% | 10 |
|
|
2025
Q1 | $1.35M | Buy |
+3,842
| New | +$1.35M | 1.15% | 23 |
|
|
2024
Q4 | – | Sell |
-4,332
| Closed | -$1.31M | – | 69 |
|
|
2024
Q3 | $1.31M | Buy |
+4,332
| New | +$1.31M | 1.13% | 23 |
|
|
2024
Q2 | – | Sell |
-4,613
| Closed | -$1.29M | – | 111 |
|
|
2024
Q1 | $1.29M | Sell |
4,613
-8,689
| -65% | -$2.42M | 0.56% | 37 |
|
|
2023
Q4 | $3.46M | Sell |
13,302
-255
| -2% | -$66.4K | 3.69% | 6 |
|
|
2023
Q3 | $3.12M | Buy |
13,557
+19
| +0.1% | +$4.37K | 1.71% | 18 |
|
|
2023
Q2 | $3.22M | Sell |
13,538
-246
| -2% | -$58.4K | 1.65% | 18 |
|
|
2023
Q1 | $3.11M | Sell |
13,784
-19,566
| -59% | -$4.41M | 1.41% | 15 |
|
|
2022
Q4 | $6.93M | Buy |
33,350
+16,379
| +97% | +$3.4M | 2.3% | 9 |
|
|
2022
Q3 | $3.02M | Buy |
16,971
+342
| +2% | +$60.8K | 2.06% | 9 |
|
|
2022
Q2 | $3.27M | Sell |
16,629
-2,190
| -12% | -$431K | 2.11% | 12 |
|
|
2022
Q1 | $4.17M | Sell |
18,819
-11,613
| -38% | -$2.58M | 2.09% | 15 |
|
|
2021
Q4 | $6.6M | Buy |
30,432
+8,863
| +41% | +$1.92M | 2.9% | 5 |
|
|
2021
Q3 | $4.8M | Sell |
21,569
-3,764
| -15% | -$838K | 2.27% | 14 |
|
|
2021
Q2 | $5.92M | Sell |
25,333
-826
| -3% | -$193K | 2.98% | 9 |
|
|
2021
Q1 | $5.54M | Buy |
26,159
+24,562
| +1,538% | +$5.2M | 2.97% | 8 |
|
|
2020
Q4 | $349K | Hold |
1,597
| – | – | 1.06% | 24 |
|
|
2020
Q3 | $319K | Sell |
1,597
-2,446
| -60% | -$489K | 1.05% | 26 |
|
|
2020
Q2 | $781K | Sell |
4,043
-596
| -13% | -$115K | 2.05% | 18 |
|
|
2020
Q1 | $747K | Buy |
4,639
+4,565
| +6,169% | +$735K | 2.36% | 14 |
|
|
2019
Q4 | $14K | Hold |
74
| – | – | 0.03% | 38 |
|
|
2019
Q3 | $13K | Sell |
74
-9,711
| -99% | -$1.71M | 0.03% | 46 |
|
|
2019
Q2 | $1.7M | Buy |
9,785
+1,056
| +12% | +$183K | 0.99% | 21 |
|
|
2019
Q1 | $1.36M | Buy |
8,729
+1,764
| +25% | +$275K | 0.74% | 37 |
|
|
2018
Q4 | $919K | Sell |
6,965
-2
| -0% | -$264 | 0.48% | 40 |
|
|
2018
Q3 | $1.05M | Buy |
6,967
+443
| +7% | +$66.5K | 0.39% | 44 |
|
|
2018
Q2 | $864K | Buy |
+6,524
| New | +$864K | 0.33% | 49 |
|
|
2017
Q1 | – | Sell |
-66
| Closed | -$5K | – | 107 |
|
|
2016
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 61 |
|