Arlington Financial 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 | $966K | Sell |
2,720
-47
| -2% | -$16.7K | 0.16% | 46 |
|
2025
Q1 | $970K | Buy |
2,767
+10
| +0.4% | +$3.51K | 0.17% | 60 |
|
2024
Q4 | $871K | Hold |
2,757
| – | – | 0.17% | 53 |
|
2024
Q3 | $758K | Buy |
2,757
+21
| +0.8% | +$5.77K | 0.16% | 47 |
|
2024
Q2 | $718K | Hold |
2,736
| – | – | 0.16% | 49 |
|
2024
Q1 | $764K | Buy |
2,736
+189
| +7% | +$52.7K | 0.17% | 49 |
|
2023
Q4 | $663K | Hold |
2,547
| – | – | 0.2% | 55 |
|
2023
Q3 | $586K | Sell |
2,547
-10
| -0.4% | -$2.3K | 0.21% | 48 |
|
2023
Q2 | $607K | Sell |
2,557
-30
| -1% | -$7.12K | 0.22% | 44 |
|
2023
Q1 | $583K | Buy |
2,587
+40
| +2% | +$9.02K | 0.22% | 43 |
|
2022
Q4 | $529K | Hold |
2,547
| – | – | 0.22% | 49 |
|
2022
Q3 | $452K | Hold |
2,547
| – | – | 0.23% | 40 |
|
2022
Q2 | $501K | Hold |
2,547
| – | – | 0.23% | 41 |
|
2022
Q1 | $565K | Sell |
2,547
-753
| -23% | -$167K | 0.21% | 42 |
|
2021
Q4 | $715K | Hold |
3,300
| – | – | 0.24% | 48 |
|
2021
Q3 | $735K | Sell |
3,300
-70
| -2% | -$15.6K | 0.29% | 42 |
|
2021
Q2 | $788K | Buy |
3,370
+70
| +2% | +$16.4K | 0.3% | 43 |
|
2021
Q1 | $699K | Hold |
3,300
| – | – | 0.28% | 44 |
|
2020
Q4 | $722K | Hold |
3,300
| – | – | 0.3% | 45 |
|
2020
Q3 | $660K | Sell |
3,300
-735
| -18% | -$147K | 0.34% | 44 |
|
2020
Q2 | $779K | Hold |
4,035
| – | – | 0.44% | 39 |
|
2020
Q1 | $650K | Hold |
4,035
| – | – | 0.46% | 37 |
|
2019
Q4 | $758K | Sell |
4,035
-100
| -2% | -$18.8K | 0.42% | 37 |
|
2019
Q3 | $711K | Sell |
4,135
-165
| -4% | -$28.4K | 0.41% | 39 |
|
2019
Q2 | $746K | Hold |
4,300
| – | – | 0.43% | 39 |
|
2019
Q1 | $672K | Sell |
4,300
-700
| -14% | -$109K | 0.38% | 39 |
|
2018
Q4 | $660K | Hold |
5,000
| – | – | 0.28% | 57 |
|
2018
Q3 | $720K | Hold |
5,000
| – | – | 0.43% | 39 |
|
2018
Q2 | $684K | Buy |
5,000
+3,300
| +194% | +$451K | 0.4% | 39 |
|
2018
Q1 | $205K | Sell |
1,700
-400
| -19% | -$48.2K | 0.13% | 52 |
|
2017
Q4 | $263K | Buy |
+2,100
| New | +$263K | 0.12% | 49 |
|