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Alliance Wealth Advisors (Pennsylvania)’s Visa V Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Sell
1,252
-19
-1% -$6.1K 0.17% 101
2026
Q1 		$384K Buy
1,271
+216
+20% +$69.5K 0.18% 107
2025
Q4 		$370K Buy
1,055
+23
+2% +$7.84K 0.18% 104
2025
Q3 		$352K Buy
1,032
+23
+2% +$7.96K 0.18% 110
2025
Q2 		$358K Buy
1,009
+25
+3% +$8.71K 0.2% 103
2025
Q1 		$345K Sell
984
-142
-13% -$48K 0.2% 97
2024
Q4 		$356K Buy
1,126
+5
+0.4% +$1.5K 0.2% 94
2024
Q3 		$308K Buy
1,121
+39
+4% +$10.5K 0.18% 112
2024
Q2 		$284K Sell
1,082
-90
-8% -$24.7K 0.18% 107
2024
Q1 		$327K Sell
1,172
-14
-1% -$3.87K 0.21% 99
2023
Q4 		$309K Sell
1,186
-91
-7% -$22.4K 0.2% 94
2023
Q3 		$294K Buy
1,277
+1
+0.1% +$240 0.21% 92
2023
Q2 		$303K Buy
1,276
+53
+4% +$12.1K 0.22% 91
2023
Q1 		$276K Sell
1,223
-71
-5% -$15.8K 0.21% 97
2022
Q4 		$269K Sell
1,294
-10
-0.8% -$2.02K 0.22% 91
2022
Q3 		$232K Sell
1,304
-30
-2% -$6.11K 0.22% 92
2022
Q2 		$263K Hold
1,334
– – 0.23% 91
2022
Q1 		$296K Sell
1,334
-31
-2% -$6.71K 0.25% 92
2021
Q4 		$296K Buy
1,365
+39
+3% +$8.37K 0.24% 88
2021
Q3 		$295K Buy
1,326
+56
+4% +$13.1K 0.26% 82
2021
Q2 		$297K Buy
1,270
+167
+15% +$38.2K 0.27% 81
2021
Q1 		$234K Buy
+1,103
New +$232K 0.23% 92

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return