AA
Addison Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
2,621
+67
| +3% | +$23.8K | 0.23% | 76 |
|
|
2025
Q1 | $895K | Sell |
2,554
-5
| -0.2% | -$1.75K | 0.24% | 69 |
|
|
2024
Q4 | $809K | Sell |
2,559
-53
| -2% | -$16.7K | 0.22% | 76 |
|
|
2024
Q3 | $718K | Buy |
2,612
+42
| +2% | +$11.5K | 0.2% | 85 |
|
|
2024
Q2 | $674K | Buy |
2,570
+53
| +2% | +$13.9K | 0.22% | 81 |
|
|
2024
Q1 | $702K | Buy |
2,517
+69
| +3% | +$19.3K | 0.24% | 77 |
|
|
2023
Q4 | $637K | Buy |
2,448
+105
| +4% | +$27.3K | 0.25% | 75 |
|
|
2023
Q3 | $539K | Buy |
2,343
+79
| +3% | +$18.2K | 0.25% | 78 |
|
|
2023
Q2 | $538K | Sell |
2,264
-16
| -0.7% | -$3.8K | 0.27% | 76 |
|
|
2023
Q1 | $514K | Sell |
2,280
-13
| -0.6% | -$2.93K | 0.29% | 73 |
|
|
2022
Q4 | $476K | Buy |
2,293
+39
| +2% | +$8.1K | 0.29% | 71 |
|
|
2022
Q3 | $400K | Buy |
2,254
+72
| +3% | +$12.8K | 0.25% | 77 |
|
|
2022
Q2 | $430K | Buy |
2,182
+72
| +3% | +$14.2K | 0.26% | 78 |
|
|
2022
Q1 | $468K | Buy |
2,110
+268
| +15% | +$59.4K | 0.26% | 76 |
|
|
2021
Q4 | $399K | Buy |
1,842
+1,009
| +121% | +$219K | 0.25% | 76 |
|
|
2021
Q3 | $186K | Buy |
833
+8
| +1% | +$1.79K | 0.15% | 80 |
|
|
2021
Q2 | $193K | Buy |
+825
| New | +$193K | 0.16% | 82 |
|
|
2020
Q4 | $180K | Buy |
+825
| New | +$180K | 0.17% | 82 |
|