Aprio Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
7,865
+34
| +0.4% | +$12.1K | 0.32% | 56 |
|
|
2025
Q1 | $2.74M | Buy |
7,831
+1,195
| +18% | +$419K | 0.34% | 53 |
|
|
2024
Q4 | $2.1M | Buy |
6,636
+1,639
| +33% | +$518K | 0.31% | 53 |
|
|
2024
Q3 | $1.37M | Buy |
4,997
+2
| +0% | +$550 | 0.22% | 62 |
|
|
2024
Q2 | $1.31M | Buy |
4,995
+228
| +5% | +$59.8K | 0.24% | 55 |
|
|
2024
Q1 | $1.33M | Buy |
4,767
+789
| +20% | +$220K | 0.26% | 46 |
|
|
2023
Q4 | $1.04M | Buy |
3,978
+180
| +5% | +$46.9K | 0.23% | 55 |
|
|
2023
Q3 | $874K | Buy |
3,798
+1,395
| +58% | +$321K | 0.24% | 52 |
|
|
2023
Q2 | $571K | Buy |
2,403
+74
| +3% | +$17.6K | 0.16% | 71 |
|
|
2023
Q1 | $525K | Buy |
2,329
+168
| +8% | +$37.9K | 0.16% | 64 |
|
|
2022
Q4 | $449K | Buy |
2,161
+306
| +16% | +$63.6K | 0.16% | 69 |
|
|
2022
Q3 | $330K | Buy |
1,855
+297
| +19% | +$52.8K | 0.13% | 70 |
|
|
2022
Q2 | $307K | Sell |
1,558
-974
| -38% | -$192K | 0.12% | 70 |
|
|
2022
Q1 | $562K | Buy |
2,532
+1,051
| +71% | +$233K | 0.21% | 50 |
|
|
2021
Q4 | $321K | Sell |
1,481
-45
| -3% | -$9.75K | 0.13% | 55 |
|
|
2021
Q3 | $340K | Buy |
1,526
+119
| +8% | +$26.5K | 0.15% | 52 |
|
|
2021
Q2 | $329K | Buy |
+1,407
| New | +$329K | 0.16% | 52 |
|
|
2020
Q4 | $496K | Buy |
2,269
+647
| +40% | +$141K | 0.33% | 30 |
|
|
2020
Q3 | $324K | Buy |
1,622
+245
| +18% | +$48.9K | 0.23% | 47 |
|
|
2020
Q2 | $266K | Buy |
1,377
+2
| +0.1% | +$386 | 0.26% | 50 |
|
|
2020
Q1 | $222K | Buy |
+1,375
| New | +$222K | 0.28% | 52 |
|