AWS
Arkfeld Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
1,346
+100
| +8% | +$35.7K | 0.19% | 56 |
|
|
2025
Q1 | $414K | Hold |
1,246
| – | – | 0.18% | 62 |
|
|
2024
Q4 | $382K | Hold |
1,246
| – | – | 0.18% | 66 |
|
|
2024
Q3 | $346K | Buy |
1,246
+1
| +0.1% | +$278 | 0.17% | 73 |
|
|
2024
Q2 | $332K | Buy |
1,245
+38
| +3% | +$10.1K | 0.17% | 76 |
|
|
2024
Q1 | $331K | Buy |
1,207
+139
| +13% | +$38.2K | 0.18% | 76 |
|
|
2023
Q4 | $281K | Hold |
1,068
| – | – | 0.18% | 69 |
|
|
2023
Q3 | $253K | Hold |
1,068
| – | – | 0.18% | 67 |
|
|
2023
Q2 | $259K | Buy |
1,068
+1
| +0.1% | +$242 | 0.19% | 65 |
|
|
2023
Q1 | $244K | Hold |
1,067
| – | – | 0.17% | 65 |
|
|
2022
Q4 | $236K | Sell |
1,067
-30
| -3% | -$6.64K | 0.16% | 67 |
|
|
2022
Q3 | $200K | Buy |
1,097
+40
| +4% | +$7.29K | 0.14% | 68 |
|
|
2022
Q2 | $215K | Hold |
1,057
| – | – | 0.14% | 64 |
|
|
2022
Q1 | $223K | Sell |
1,057
-50
| -5% | -$10.5K | 0.14% | 69 |
|
|
2021
Q4 | $238K | Hold |
1,107
| – | – | 0.14% | 67 |
|
|
2021
Q3 | $255K | Hold |
1,107
| – | – | 0.15% | 72 |
|
|
2021
Q2 | $272K | Sell |
1,107
-45
| -4% | -$11.1K | 0.17% | 63 |
|
|
2021
Q1 | $255K | Buy |
1,152
+10
| +0.9% | +$2.21K | 0.16% | 66 |
|
|
2020
Q4 | $243K | Hold |
1,142
| – | – | 0.19% | 64 |
|
|
2020
Q3 | $230K | Hold |
1,142
| – | – | 0.22% | 58 |
|
|
2020
Q2 | $221K | Buy |
+1,142
| New | +$221K | 0.25% | 55 |
|
|
2020
Q1 | – | Sell |
-1,275
| Closed | -$219K | – | 61 |
|
|
2019
Q4 | $219K | Buy |
+1,275
| New | +$219K | 0.25% | 48 |
|