ARC
Advisor Resource Council’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
1,547
-5,128
| -77% | -$1.82M | 0.21% | 65 |
|
|
2025
Q1 | $1.85M | Buy |
+6,675
| New | +$1.85M | 0.15% | 164 |
|
|
2024
Q4 | – | Sell |
-4,098
| Closed | -$1.13M | – | 250 |
|
|
2024
Q3 | $1.13M | Buy |
+4,098
| New | +$1.13M | 0.51% | 46 |
|
|
2024
Q2 | – | Sell |
-3,914
| Closed | -$1.02M | – | 209 |
|
|
2024
Q1 | $1.02M | Sell |
3,914
-1,285
| -25% | -$335K | 0.43% | 49 |
|
|
2023
Q4 | $1.35M | Buy |
5,199
+3,084
| +146% | +$803K | 0.16% | 139 |
|
|
2023
Q3 | $486K | Sell |
2,115
-18
| -0.8% | -$4.14K | 0.25% | 68 |
|
|
2023
Q2 | $507K | Sell |
2,133
-5,088
| -70% | -$1.21M | 0.23% | 72 |
|
|
2023
Q1 | $1.65M | Buy |
7,221
+4,369
| +153% | +$998K | 0.41% | 55 |
|
|
2022
Q4 | $593K | Sell |
2,852
-208
| -7% | -$43.2K | 0.29% | 68 |
|
|
2022
Q3 | $543K | Sell |
3,060
-7,649
| -71% | -$1.36M | 0.37% | 74 |
|
|
2022
Q2 | $2.11M | Buy |
10,709
+2,855
| +36% | +$562K | 0.2% | 112 |
|
|
2022
Q1 | $1.74M | Sell |
7,854
-8,441
| -52% | -$1.87M | 0.52% | 52 |
|
|
2021
Q4 | $3.53M | Buy |
16,295
+7,461
| +84% | +$1.62M | 0.27% | 77 |
|
|
2021
Q3 | $1.97M | Sell |
8,834
-4,432
| -33% | -$987K | 0.6% | 44 |
|
|
2021
Q2 | $3.1M | Buy |
+13,266
| New | +$3.1M | 0.32% | 68 |
|