AWS
Atria Wealth Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
49,025
-45,819
| -48% | -$16.3M | 0.39% | 49 |
|
|
2025
Q1 | $33.2M | Sell |
94,844
-2,531
| -3% | -$887K | 0.4% | 43 |
|
|
2024
Q4 | $30.8M | Sell |
97,375
-6,077
| -6% | -$1.92M | 0.34% | 57 |
|
|
2024
Q3 | $28.4M | Sell |
103,452
-9,583
| -8% | -$2.63M | 0.31% | 61 |
|
|
2024
Q2 | $29.7M | Sell |
113,035
-5,607
| -5% | -$1.47M | 0.33% | 50 |
|
|
2024
Q1 | $33.1M | Buy |
118,642
+2,208
| +2% | +$616K | 0.37% | 44 |
|
|
2023
Q4 | $30.3M | Buy |
116,434
+3,587
| +3% | +$934K | 0.38% | 44 |
|
|
2023
Q3 | $26M | Buy |
112,847
+3,240
| +3% | +$745K | 0.36% | 54 |
|
|
2023
Q2 | $26M | Buy |
109,607
+1,564
| +1% | +$371K | 0.36% | 50 |
|
|
2023
Q1 | $24.4M | Buy |
108,043
+1,137
| +1% | +$256K | 0.36% | 56 |
|
|
2022
Q4 | $22.2M | Buy |
106,906
+196
| +0.2% | +$40.7K | 0.36% | 63 |
|
|
2022
Q3 | $19M | Sell |
106,710
-5,983
| -5% | -$1.06M | 0.33% | 70 |
|
|
2022
Q2 | $22.2M | Buy |
112,693
+17,069
| +18% | +$3.36M | 0.42% | 43 |
|
|
2022
Q1 | $21.2M | Buy |
+95,624
| New | +$21.2M | 0.35% | 52 |
|