Andesa Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $503K | Buy |
7,610
+2,702
| +55% | +$179K | 0.26% | 72 |
|
|
2022
Q4 | $1.02M | Sell |
4,908
-727
| -13% | -$151K | 0.56% | 58 |
|
|
2022
Q3 | $1M | Buy |
5,635
+1,065
| +23% | +$190K | 0.35% | 67 |
|
|
2022
Q2 | $900K | Buy |
4,570
+445
| +11% | +$87.6K | 0.57% | 53 |
|
|
2022
Q1 | $915K | Buy |
4,125
+317
| +8% | +$70.3K | 0.49% | 55 |
|
|
2021
Q4 | $825K | Buy |
3,808
+359
| +10% | +$77.8K | 0.41% | 63 |
|
|
2021
Q3 | $768K | Sell |
3,449
-787
| -19% | -$175K | 0.42% | 63 |
|
|
2021
Q2 | $993K | Buy |
4,236
+283
| +7% | +$66.3K | 0.3% | 67 |
|
|
2021
Q1 | $837K | Buy |
3,953
+752
| +23% | +$159K | 0.27% | 71 |
|
|
2020
Q4 | $698K | Sell |
3,201
-2,112
| -40% | -$461K | 0.46% | 61 |
|
|
2020
Q3 | $1.06M | Buy |
5,313
+1,496
| +39% | +$299K | 0.44% | 59 |
|
|
2020
Q2 | $737K | Buy |
3,817
+843
| +28% | +$163K | 0.66% | 44 |
|
|
2020
Q1 | $481K | Sell |
2,974
-403
| -12% | -$65.2K | 0.54% | 50 |
|
|
2019
Q4 | $634K | Sell |
3,377
-181
| -5% | -$34K | 0.55% | 47 |
|
|
2019
Q3 | $613K | Buy |
3,558
+93
| +3% | +$16K | 0.59% | 41 |
|
|
2019
Q2 | $602K | Sell |
3,465
-3,225
| -48% | -$560K | 0.57% | 44 |
|
|
2019
Q1 | $1.04M | Buy |
6,690
+3,418
| +104% | +$531K | 0.51% | 42 |
|
|
2018
Q4 | $434K | Buy |
+3,272
| New | +$434K | 0.52% | 51 |
|