Aptus Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.3M | Buy |
220,615
+20,299
| +10% | +$7.21M | 0.64% | 30 |
|
|
2025
Q1 | $70.2M | Buy |
200,316
+17,658
| +10% | +$6.19M | 0.72% | 28 |
|
|
2024
Q4 | $57.7M | Buy |
182,658
+30,185
| +20% | +$9.54M | 0.6% | 31 |
|
|
2024
Q3 | $41.9M | Buy |
152,473
+23,638
| +18% | +$6.5M | 0.63% | 32 |
|
|
2024
Q2 | $33.8M | Buy |
128,835
+18,523
| +17% | +$4.86M | 0.6% | 34 |
|
|
2024
Q1 | $30.8M | Buy |
110,312
+11,354
| +11% | +$3.17M | 0.57% | 32 |
|
|
2023
Q4 | $25.8M | Sell |
98,958
-781
| -0.8% | -$203K | 0.7% | 28 |
|
|
2023
Q3 | $22.9M | Buy |
99,739
+3,916
| +4% | +$901K | 0.62% | 33 |
|
|
2023
Q2 | $22.8M | Sell |
95,823
-786
| -0.8% | -$187K | 0.55% | 30 |
|
|
2023
Q1 | $21.8M | Buy |
96,609
+10,147
| +12% | +$2.29M | 0.59% | 32 |
|
|
2022
Q4 | $18M | Buy |
86,462
+32,509
| +60% | +$6.75M | 0.55% | 32 |
|
|
2022
Q3 | $9.59M | Buy |
53,953
+2,419
| +5% | +$430K | 0.23% | 58 |
|
|
2022
Q2 | $10.1M | Buy |
51,534
+364
| +0.7% | +$71.7K | 0.26% | 46 |
|
|
2022
Q1 | $11.3M | Buy |
51,170
+8,268
| +19% | +$1.83M | 0.28% | 42 |
|
|
2021
Q4 | $9.3M | Sell |
42,902
-16,760
| -28% | -$3.63M | 0.28% | 47 |
|
|
2021
Q3 | $13.3M | Buy |
59,662
+6,647
| +13% | +$1.48M | 0.34% | 24 |
|
|
2021
Q2 | $12.4M | Buy |
53,015
+6,735
| +15% | +$1.57M | 0.36% | 22 |
|
|
2021
Q1 | $9.8M | Buy |
46,280
+1,490
| +3% | +$315K | 0.35% | 23 |
|
|
2020
Q4 | $9.8M | Buy |
44,790
+7,418
| +20% | +$1.62M | 0.45% | 24 |
|
|
2020
Q3 | $7.47M | Buy |
37,372
+1,434
| +4% | +$287K | 0.4% | 25 |
|
|
2020
Q2 | $6.94M | Buy |
35,938
+2,986
| +9% | +$577K | 0.44% | 24 |
|
|
2020
Q1 | $5.31M | Buy |
32,952
+13,857
| +73% | +$2.23M | 0.46% | 27 |
|
|
2019
Q4 | $3.59M | Buy |
19,095
+16,926
| +780% | +$3.18M | 0.25% | 44 |
|
|
2019
Q3 | $373K | Buy |
2,169
+587
| +37% | +$101K | 0.02% | 260 |
|
|
2019
Q2 | $274K | Buy |
1,582
+128
| +9% | +$22.2K | 0.04% | 277 |
|
|
2019
Q1 | $227K | Buy |
+1,454
| New | +$227K | 0.04% | 269 |
|