AFS
Aft Forsyth & Sober’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
5,100
+350
| +7% | +$124K | 0.61% | 40 |
|
|
2025
Q1 | $1.66M | Hold |
4,750
| – | – | 0.58% | 48 |
|
|
2024
Q4 | $1.5M | Hold |
4,750
| – | – | 0.49% | 52 |
|
|
2024
Q3 | $1.31M | Hold |
4,750
| – | – | 0.43% | 64 |
|
|
2024
Q2 | $1.25M | Hold |
4,750
| – | – | 0.43% | 65 |
|
|
2024
Q1 | $1.33M | Hold |
4,750
| – | – | 0.47% | 65 |
|
|
2023
Q4 | $1.24M | Hold |
4,750
| – | – | 0.48% | 66 |
|
|
2023
Q3 | $1.09M | Hold |
4,750
| – | – | 0.46% | 69 |
|
|
2023
Q2 | $1.13M | Hold |
4,750
| – | – | 0.47% | 68 |
|
|
2023
Q1 | $1.07M | Hold |
4,750
| – | – | 0.54% | 64 |
|
|
2022
Q4 | $987K | Hold |
4,750
| – | – | 0.44% | 69 |
|
|
2022
Q3 | $844K | Hold |
4,750
| – | – | 0.41% | 70 |
|
|
2022
Q2 | $935K | Hold |
4,750
| – | – | 0.43% | 72 |
|
|
2022
Q1 | $1.05M | Hold |
4,750
| – | – | 0.41% | 75 |
|
|
2021
Q4 | $1.03M | Hold |
4,750
| – | – | 0.36% | 74 |
|
|
2021
Q3 | $1.06M | Hold |
4,750
| – | – | 0.4% | 74 |
|
|
2021
Q2 | $1.11M | Hold |
4,750
| – | – | 0.42% | 61 |
|
|
2021
Q1 | $1.01M | Buy |
4,750
+2,350
| +98% | +$497K | 0.41% | 61 |
|
|
2020
Q4 | $525K | Buy |
+2,400
| New | +$525K | 0.41% | 33 |
|
|
2020
Q3 | – | Sell |
-225
| Closed | -$43K | – | 56 |
|
|
2020
Q2 | $43K | Buy |
+225
| New | +$43K | 0.31% | 43 |
|
|
2020
Q1 | – | Sell |
-670
| Closed | -$126K | – | 66 |
|
|
2019
Q4 | $126K | Buy |
+670
| New | +$126K | 0.12% | 23 |
|