AAS
Avantax Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.4M | Sell |
178,702
-16,116
| -8% | -$5.72M | 0.35% | 40 |
|
|
2025
Q1 | $68.3M | Buy |
194,818
+1,288
| +0.7% | +$451K | 0.41% | 35 |
|
|
2024
Q4 | $61.2M | Buy |
193,530
+4,200
| +2% | +$1.33M | 0.38% | 37 |
|
|
2024
Q3 | $52.1M | Sell |
189,330
-5,536
| -3% | -$1.52M | 0.34% | 38 |
|
|
2024
Q2 | $51.1M | Buy |
194,866
+83,513
| +75% | +$21.9M | 0.36% | 36 |
|
|
2024
Q1 | $31.1M | Buy |
111,353
+2,288
| +2% | +$639K | 0.28% | 51 |
|
|
2023
Q4 | $28.4M | Buy |
109,065
+8,323
| +8% | +$2.17M | 0.28% | 44 |
|
|
2023
Q3 | $23.2M | Buy |
100,742
+533
| +0.5% | +$123K | 0.26% | 53 |
|
|
2023
Q2 | $23.8M | Buy |
100,209
+253
| +0.3% | +$60.1K | 0.27% | 53 |
|
|
2023
Q1 | $22.5M | Buy |
99,956
+1,119
| +1% | +$252K | 0.28% | 49 |
|
|
2022
Q4 | $20.5M | Buy |
98,837
+3,505
| +4% | +$728K | 0.27% | 50 |
|
|
2022
Q3 | $16.9M | Buy |
95,332
+2,809
| +3% | +$499K | 0.26% | 57 |
|
|
2022
Q2 | $18.2M | Buy |
92,523
+15,631
| +20% | +$3.08M | 0.27% | 55 |
|
|
2022
Q1 | $17.1M | Buy |
76,892
+2,716
| +4% | +$603K | 0.23% | 68 |
|
|
2021
Q4 | $16.1M | Buy |
74,176
+1,372
| +2% | +$297K | 0.24% | 63 |
|
|
2021
Q3 | $16.2M | Buy |
72,804
+9,840
| +16% | +$2.19M | 0.27% | 57 |
|
|
2021
Q2 | $14.7M | Buy |
62,964
+3,794
| +6% | +$887K | 0.27% | 60 |
|
|
2021
Q1 | $12.5M | Buy |
59,170
+8,687
| +17% | +$1.84M | 0.27% | 61 |
|
|
2020
Q4 | $11M | Sell |
50,483
-74,030
| -59% | -$16.2M | 0.26% | 61 |
|
|
2020
Q3 | $24.9M | Buy |
124,513
+79,769
| +178% | +$15.9M | 0.4% | 43 |
|
|
2020
Q2 | $8.64M | Buy |
44,744
+3,620
| +9% | +$699K | 0.25% | 71 |
|
|
2020
Q1 | $6.62M | Sell |
41,124
-2,195
| -5% | -$353K | 0.2% | 83 |
|
|
2019
Q4 | $8.15M | Buy |
43,319
+11,848
| +38% | +$2.23M | 0.19% | 77 |
|
|
2019
Q3 | $5.41M | Buy |
31,471
+3,072
| +11% | +$528K | 0.22% | 59 |
|
|
2019
Q2 | $4.93M | Buy |
28,399
+2,696
| +10% | +$468K | 0.22% | 58 |
|
|
2019
Q1 | $4.02M | Buy |
25,703
+3,748
| +17% | +$585K | 0.21% | 61 |
|
|
2018
Q4 | $2.9M | Buy |
+21,955
| New | +$2.9M | 0.49% | 53 |
|