AFAS
Acorn Financial Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
1,458
+377
| +35% | +$134K | 0.08% | 115 |
|
|
2025
Q1 | $379K | Sell |
1,081
-1,182
| -52% | -$414K | 0.07% | 124 |
|
|
2024
Q4 | $715K | Buy |
2,263
+20
| +0.9% | +$6.32K | 0.12% | 87 |
|
|
2024
Q3 | $617K | Buy |
2,243
+78
| +4% | +$21.4K | 0.11% | 87 |
|
|
2024
Q2 | $568K | Buy |
2,165
+182
| +9% | +$47.8K | 0.11% | 97 |
|
|
2024
Q1 | $553K | Sell |
1,983
-140
| -7% | -$39.1K | 0.1% | 99 |
|
|
2023
Q4 | $553K | Buy |
2,123
+21
| +1% | +$5.47K | 0.1% | 128 |
|
|
2023
Q3 | $484K | Buy |
2,102
+11
| +0.5% | +$2.53K | 0.09% | 137 |
|
|
2023
Q2 | $497K | Buy |
2,091
+23
| +1% | +$5.46K | 0.09% | 132 |
|
|
2023
Q1 | $466K | Buy |
2,068
+157
| +8% | +$35.4K | 0.09% | 129 |
|
|
2022
Q4 | $397K | Buy |
1,911
+60
| +3% | +$12.5K | 0.08% | 138 |
|
|
2022
Q3 | $329K | Buy |
1,851
+2
| +0.1% | +$355 | 0.08% | 161 |
|
|
2022
Q2 | $364K | Buy |
1,849
+1
| +0.1% | +$197 | 0.09% | 145 |
|
|
2022
Q1 | $410K | Sell |
1,848
-18
| -1% | -$3.99K | 0.08% | 153 |
|
|
2021
Q4 | $405K | Buy |
1,866
+9
| +0.5% | +$1.95K | 0.08% | 155 |
|
|
2021
Q3 | $413K | Sell |
1,857
-6,772
| -78% | -$1.51M | 0.13% | 147 |
|
|
2021
Q2 | $2.02M | Buy |
8,629
+698
| +9% | +$163K | 0.59% | 38 |
|
|
2021
Q1 | $1.68M | Buy |
7,931
+504
| +7% | +$107K | 0.61% | 41 |
|
|
2020
Q4 | $1.63M | Buy |
7,427
+6,047
| +438% | +$1.32M | 0.64% | 35 |
|
|
2020
Q3 | $276K | Buy |
1,380
+130
| +10% | +$26K | 0.14% | 170 |
|
|
2020
Q2 | $242K | Buy |
1,250
+6
| +0.5% | +$1.16K | 0.17% | 168 |
|
|
2020
Q1 | $200K | Hold |
1,244
| – | – | 0.2% | 156 |
|
|
2019
Q4 | $234K | Buy |
+1,244
| New | +$234K | 0.2% | 146 |
|