AWA
Alta Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,851
+5
| +0.1% | +$1.78K | 0.65% | 37 |
|
|
2025
Q1 | $1.35M | Buy |
3,846
+9
| +0.2% | +$3.15K | 0.62% | 40 |
|
|
2024
Q4 | $1.21M | Buy |
3,837
+264
| +7% | +$83.4K | 0.53% | 44 |
|
|
2024
Q3 | $982K | Buy |
3,573
+12
| +0.3% | +$3.3K | 0.45% | 53 |
|
|
2024
Q2 | $935K | Sell |
3,561
-59
| -2% | -$15.5K | 0.47% | 51 |
|
|
2024
Q1 | $1.01M | Buy |
3,620
+55
| +2% | +$15.3K | 0.51% | 48 |
|
|
2023
Q4 | $928K | Sell |
3,565
-25
| -0.7% | -$6.51K | 0.52% | 53 |
|
|
2023
Q3 | $826K | Sell |
3,590
-150
| -4% | -$34.5K | 0.51% | 57 |
|
|
2023
Q2 | $888K | Sell |
3,740
-50
| -1% | -$11.9K | 0.52% | 56 |
|
|
2023
Q1 | $854K | Buy |
3,790
+90
| +2% | +$20.3K | 0.54% | 60 |
|
|
2022
Q4 | $769K | Sell |
3,700
-145
| -4% | -$30.1K | 0.52% | 57 |
|
|
2022
Q3 | $683K | Sell |
3,845
-29
| -0.7% | -$5.15K | 0.49% | 58 |
|
|
2022
Q2 | $764K | Buy |
3,874
+28
| +0.7% | +$5.52K | 0.53% | 54 |
|
|
2022
Q1 | $853K | Hold |
3,846
| – | – | 0.51% | 57 |
|
|
2021
Q4 | $833K | Sell |
3,846
-2,755
| -42% | -$597K | 0.51% | 64 |
|
|
2021
Q3 | $1.47M | Sell |
6,601
-156
| -2% | -$34.7K | 1.07% | 24 |
|
|
2021
Q2 | $1.58M | Sell |
6,757
-16
| -0.2% | -$3.74K | 1.16% | 20 |
|
|
2021
Q1 | $1.43M | Sell |
6,773
-2
| -0% | -$423 | 1.2% | 17 |
|
|
2020
Q4 | $1.48M | Buy |
+6,775
| New | +$1.48M | 1.25% | 17 |
|