Alliance Wealth Advisors (Pennsylvania)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
1,009
+25
| +3% | +$8.88K | 0.18% | 100 |
|
|
2025
Q1 | $345K | Sell |
984
-142
| -13% | -$49.8K | 0.2% | 94 |
|
|
2024
Q4 | $356K | Buy |
1,126
+5
| +0.4% | +$1.58K | 0.2% | 90 |
|
|
2024
Q3 | $308K | Buy |
1,121
+39
| +4% | +$10.7K | 0.18% | 111 |
|
|
2024
Q2 | $284K | Sell |
1,082
-90
| -8% | -$23.6K | 0.18% | 107 |
|
|
2024
Q1 | $327K | Sell |
1,172
-14
| -1% | -$3.91K | 0.21% | 98 |
|
|
2023
Q4 | $309K | Sell |
1,186
-91
| -7% | -$23.7K | 0.2% | 93 |
|
|
2023
Q3 | $294K | Buy |
1,277
+1
| +0.1% | +$230 | 0.21% | 91 |
|
|
2023
Q2 | $303K | Buy |
1,276
+53
| +4% | +$12.6K | 0.22% | 90 |
|
|
2023
Q1 | $276K | Sell |
1,223
-71
| -5% | -$16K | 0.21% | 97 |
|
|
2022
Q4 | $269K | Sell |
1,294
-10
| -0.8% | -$2.08K | 0.22% | 91 |
|
|
2022
Q3 | $232K | Sell |
1,304
-30
| -2% | -$5.34K | 0.22% | 92 |
|
|
2022
Q2 | $263K | Hold |
1,334
| – | – | 0.23% | 91 |
|
|
2022
Q1 | $296K | Sell |
1,334
-31
| -2% | -$6.88K | 0.25% | 92 |
|
|
2021
Q4 | $296K | Buy |
1,365
+39
| +3% | +$8.46K | 0.24% | 88 |
|
|
2021
Q3 | $295K | Buy |
1,326
+56
| +4% | +$12.5K | 0.26% | 82 |
|
|
2021
Q2 | $297K | Buy |
1,270
+167
| +15% | +$39.1K | 0.27% | 81 |
|
|
2021
Q1 | $234K | Buy |
+1,103
| New | +$234K | 0.23% | 92 |
|