AWAG
ARS Wealth Advisors Group’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $768K | Buy |
2,163
+50
| +2% | +$17.8K | 0.09% | 85 |
|
2025
Q1 | $741K | Sell |
2,113
-138
| -6% | -$48.4K | 0.1% | 74 |
|
2024
Q4 | $711K | Buy |
2,251
+122
| +6% | +$38.6K | 0.1% | 76 |
|
2024
Q3 | $585K | Sell |
2,129
-6
| -0.3% | -$1.65K | 0.07% | 95 |
|
2024
Q2 | $560K | Sell |
2,135
-145
| -6% | -$38.1K | 0.07% | 90 |
|
2024
Q1 | $636K | Sell |
2,280
-51
| -2% | -$14.2K | 0.09% | 86 |
|
2023
Q4 | $607K | Buy |
2,331
+114
| +5% | +$29.7K | 0.09% | 85 |
|
2023
Q3 | $510K | Sell |
2,217
-13
| -0.6% | -$2.99K | 0.08% | 91 |
|
2023
Q2 | $530K | Sell |
2,230
-219
| -9% | -$52K | 0.08% | 93 |
|
2023
Q1 | $552K | Sell |
2,449
-190
| -7% | -$42.8K | 0.1% | 79 |
|
2022
Q4 | $548K | Sell |
2,639
-5,707
| -68% | -$1.19M | 0.09% | 83 |
|
2022
Q3 | $1.48M | Sell |
8,346
-111
| -1% | -$19.7K | 0.23% | 61 |
|
2022
Q2 | $1.67M | Hold |
8,457
| – | – | 0.23% | 72 |
|
2022
Q1 | $1.88M | Sell |
8,457
-554
| -6% | -$123K | 0.33% | 46 |
|
2021
Q4 | $1.95M | Sell |
9,011
-684
| -7% | -$148K | 0.33% | 43 |
|
2021
Q3 | $2.16M | Buy |
+9,695
| New | +$2.16M | 0.39% | 42 |
|