ARQ Wealth 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 | $355K | Hold |
1,012
| – | – | 0.12% | 82 |
|
|
2025
Q1 | $355K | Buy |
1,012
+41
| +4% | +$14.4K | 0.13% | 77 |
|
|
2024
Q4 | $307K | Sell |
971
-185
| -16% | -$58.5K | 0.12% | 82 |
|
|
2024
Q3 | $320K | Sell |
1,156
-5
| -0.4% | -$1.38K | 0.12% | 79 |
|
|
2024
Q2 | $305K | Sell |
1,161
-262
| -18% | -$68.8K | 0.13% | 73 |
|
|
2024
Q1 | $397K | Buy |
+1,423
| New | +$397K | 0.17% | 66 |
|