ATWA
Arbor Trust Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
10,013
-625
| -6% | -$222K | 1.74% | 24 |
|
|
2025
Q1 | $3.73M | Sell |
10,638
-50
| -0.5% | -$17.5K | 1.75% | 23 |
|
|
2024
Q4 | $3.38M | Buy |
10,688
+288
| +3% | +$91K | 1.58% | 22 |
|
|
2024
Q3 | $2.73M | Hold |
10,400
| – | – | 1.43% | 23 |
|
|
2024
Q2 | $2.73M | Buy |
10,400
+50
| +0.5% | +$13.1K | 1.43% | 23 |
|
|
2024
Q1 | $2.84M | Sell |
10,350
-54
| -0.5% | -$14.8K | 1.56% | 23 |
|
|
2023
Q4 | $2.71M | Buy |
10,404
+135
| +1% | +$35.1K | 1.61% | 21 |
|
|
2023
Q3 | $2.36M | Buy |
10,269
+140
| +1% | +$32.2K | 1.56% | 22 |
|
|
2023
Q2 | $2.41M | Buy |
10,129
+274
| +3% | +$65.1K | 1.53% | 23 |
|
|
2023
Q1 | $2.22M | Sell |
9,855
-15
| -0.2% | -$3.38K | 1.46% | 25 |
|
|
2022
Q4 | $2.05M | Buy |
9,870
+70
| +0.7% | +$14.5K | 1.42% | 26 |
|
|
2022
Q3 | $1.74M | Sell |
9,800
-420
| -4% | -$74.7K | 1.32% | 26 |
|
|
2022
Q2 | $2.01M | Buy |
10,220
+435
| +4% | +$85.6K | 1.4% | 25 |
|
|
2022
Q1 | $2.17M | Sell |
9,785
-860
| -8% | -$191K | 1.3% | 25 |
|
|
2021
Q4 | $2.31M | Buy |
10,645
+235
| +2% | +$50.9K | 1.33% | 24 |
|
|
2021
Q3 | $2.32M | Buy |
10,410
+35
| +0.3% | +$7.8K | 1.45% | 23 |
|
|
2021
Q2 | $2.43M | Sell |
10,375
-145
| -1% | -$33.9K | 1.52% | 22 |
|
|
2021
Q1 | $2.23M | Sell |
10,520
-50
| -0.5% | -$10.6K | 1.49% | 22 |
|
|
2020
Q4 | $2.31M | Buy |
+10,570
| New | +$2.31M | 1.68% | 20 |
|
|
2020
Q3 | – | Sell |
-10,475
| Closed | -$2.02M | – | 84 |
|
|
2020
Q2 | $2.02M | Buy |
10,475
+260
| +3% | +$50.2K | 1.83% | 16 |
|
|
2020
Q1 | $1.65M | Sell |
10,215
-146
| -1% | -$23.5K | 1.74% | 17 |
|
|
2019
Q4 | $1.95M | Buy |
+10,361
| New | +$1.95M | 1.67% | 20 |
|