AWAU
Alliance Wealth Advisors (Utah)’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Sell |
20,811
-841
| -4% | -$299K | 1.78% | 6 |
|
|
2025
Q1 | $7.59M | Sell |
21,652
-290
| -1% | -$102K | 1.98% | 6 |
|
|
2024
Q4 | $6.93M | Buy |
21,942
+352
| +2% | +$111K | 1.79% | 6 |
|
|
2024
Q3 | $5.94M | Buy |
21,590
+725
| +3% | +$199K | 1.56% | 7 |
|
|
2024
Q2 | $5.48M | Buy |
20,865
+601
| +3% | +$158K | 1.61% | 7 |
|
|
2024
Q1 | $5.66M | Buy |
20,264
+3,720
| +22% | +$1.04M | 1.69% | 6 |
|
|
2023
Q4 | $4.31M | Buy |
16,544
+147
| +0.9% | +$38.3K | 1.45% | 9 |
|
|
2023
Q3 | $3.77M | Buy |
16,397
+590
| +4% | +$136K | 1.4% | 13 |
|
|
2023
Q2 | $3.75M | Buy |
15,807
+617
| +4% | +$147K | 1.39% | 14 |
|
|
2023
Q1 | $3.42M | Buy |
15,190
+598
| +4% | +$135K | 1.38% | 12 |
|
|
2022
Q4 | $3.03M | Buy |
+14,592
| New | +$3.03M | 1.36% | 14 |
|