Advisory Alpha’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Buy |
5,946
+354
| +6% | +$126K | 0.07% | 108 |
|
2025
Q1 | $1.96M | Buy |
5,592
+548
| +11% | +$192K | 0.07% | 114 |
|
2024
Q4 | $1.59M | Buy |
5,044
+464
| +10% | +$147K | 0.06% | 117 |
|
2024
Q3 | $1.26M | Buy |
4,580
+525
| +13% | +$144K | 0.04% | 132 |
|
2024
Q2 | $1.06M | Buy |
4,055
+620
| +18% | +$163K | 0.04% | 146 |
|
2024
Q1 | $959K | Buy |
3,435
+383
| +13% | +$107K | 0.04% | 158 |
|
2023
Q4 | $795K | Buy |
3,052
+1,000
| +49% | +$260K | 0.04% | 163 |
|
2023
Q3 | $472K | Sell |
2,052
-926
| -31% | -$213K | 0.02% | 198 |
|
2023
Q2 | $707K | Buy |
2,978
+15
| +0.5% | +$3.56K | 0.04% | 188 |
|
2023
Q1 | $668K | Buy |
2,963
+135
| +5% | +$30.4K | 0.04% | 152 |
|
2022
Q4 | $588K | Sell |
2,828
-5
| -0.2% | -$1.04K | 0.04% | 153 |
|
2022
Q3 | $503K | Buy |
2,833
+770
| +37% | +$137K | 0.04% | 155 |
|
2022
Q2 | $406K | Sell |
2,063
-63
| -3% | -$12.4K | 0.03% | 175 |
|
2022
Q1 | $472K | Buy |
2,126
+113
| +6% | +$25.1K | 0.03% | 179 |
|
2021
Q4 | $436K | Buy |
2,013
+261
| +15% | +$56.5K | 0.03% | 185 |
|
2021
Q3 | $390K | Buy |
1,752
+168
| +11% | +$37.4K | 0.03% | 178 |
|
2021
Q2 | $370K | Sell |
1,584
-150
| -9% | -$35K | 0.03% | 142 |
|
2021
Q1 | $367K | Sell |
1,734
-49
| -3% | -$10.4K | 0.04% | 121 |
|
2020
Q4 | $390K | Buy |
1,783
+163
| +10% | +$35.7K | 0.08% | 63 |
|
2020
Q3 | $328K | Buy |
1,620
+18
| +1% | +$3.64K | 0.07% | 62 |
|
2020
Q2 | $318K | Sell |
1,602
-33
| -2% | -$6.55K | 0.07% | 78 |
|
2020
Q1 | $272K | Buy |
1,635
+291
| +22% | +$48.4K | 0.08% | 73 |
|
2019
Q4 | $263K | Sell |
1,344
-283
| -17% | -$55.3K | 0.06% | 117 |
|
2019
Q3 | $285K | Buy |
1,627
+102
| +7% | +$17.8K | 0.08% | 89 |
|
2019
Q2 | $273K | Buy |
1,525
+255
| +20% | +$45.6K | 0.09% | 93 |
|
2019
Q1 | $203K | Buy |
+1,270
| New | +$203K | 0.07% | 111 |
|