APP
Avantax Planning Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
10,192
+616
| +6% | +$219K | 0.11% | 102 |
|
|
2025
Q1 | $3.36M | Buy |
9,576
+781
| +9% | +$274K | 0.12% | 100 |
|
|
2024
Q4 | $2.78M | Buy |
8,795
+984
| +13% | +$311K | 0.1% | 111 |
|
|
2024
Q3 | $2.15M | Sell |
7,811
-4,449
| -36% | -$1.22M | 0.08% | 125 |
|
|
2024
Q2 | $3.22M | Sell |
12,260
-1,068
| -8% | -$280K | 0.1% | 109 |
|
|
2024
Q1 | $3.72M | Buy |
13,328
+1,216
| +10% | +$339K | 0.12% | 104 |
|
|
2023
Q4 | $3.15M | Buy |
12,112
+851
| +8% | +$222K | 0.12% | 85 |
|
|
2023
Q3 | $2.59M | Buy |
11,261
+296
| +3% | +$68.1K | 0.11% | 94 |
|
|
2023
Q2 | $2.6M | Sell |
10,965
-45
| -0.4% | -$10.7K | 0.1% | 91 |
|
|
2023
Q1 | $2.48M | Sell |
11,010
-2,420
| -18% | -$546K | 0.1% | 93 |
|
|
2022
Q4 | $2.79M | Buy |
13,430
+810
| +6% | +$168K | 0.11% | 87 |
|
|
2022
Q3 | $2.24M | Buy |
12,620
+2,231
| +21% | +$396K | 0.1% | 91 |
|
|
2022
Q2 | $2.05M | Buy |
10,389
+1,567
| +18% | +$308K | 0.09% | 98 |
|
|
2022
Q1 | $1.96M | Buy |
8,822
+181
| +2% | +$40.2K | 0.08% | 106 |
|
|
2021
Q4 | $1.87M | Buy |
8,641
+335
| +4% | +$72.6K | 0.08% | 107 |
|
|
2021
Q3 | $1.85M | Buy |
8,306
+27
| +0.3% | +$6.01K | 0.09% | 94 |
|
|
2021
Q2 | $1.94M | Sell |
8,279
-183
| -2% | -$42.8K | 0.09% | 88 |
|
|
2021
Q1 | $1.79M | Sell |
8,462
-2,292
| -21% | -$485K | 0.09% | 91 |
|
|
2020
Q4 | $2.35M | Sell |
10,754
-13,020
| -55% | -$2.85M | 0.12% | 69 |
|
|
2020
Q3 | $4.75M | Sell |
23,774
-2,489
| -9% | -$498K | 0.25% | 35 |
|
|
2020
Q2 | $5.07M | Buy |
26,263
+2,835
| +12% | +$548K | 0.29% | 31 |
|
|
2020
Q1 | $3.78M | Buy |
23,428
+1,262
| +6% | +$203K | 0.26% | 33 |
|
|
2019
Q4 | $4.17M | Buy |
22,166
+285
| +1% | +$53.6K | 0.25% | 34 |
|
|
2019
Q3 | $3.76M | Buy |
21,881
+432
| +2% | +$74.3K | 0.23% | 37 |
|
|
2019
Q2 | $3.78M | Buy |
21,449
+840
| +4% | +$148K | 0.24% | 35 |
|
|
2019
Q1 | $3.22M | Buy |
20,609
+1,345
| +7% | +$210K | 0.22% | 40 |
|
|
2018
Q4 | $2.54M | Sell |
19,264
-822
| -4% | -$108K | 0.19% | 53 |
|
|
2018
Q3 | $3.02M | Sell |
20,086
-422
| -2% | -$63.3K | 0.24% | 32 |
|
|
2018
Q2 | $2.72M | Sell |
20,508
-347
| -2% | -$46K | 0.24% | 34 |
|
|
2018
Q1 | $2.5M | Buy |
20,855
+75
| +0.4% | +$8.97K | 0.21% | 44 |
|
|
2017
Q4 | $2.37M | Sell |
20,780
-3,033
| -13% | -$346K | 0.22% | 45 |
|
|
2017
Q3 | $2.51M | Buy |
23,813
+2,151
| +10% | +$226K | 0.2% | 51 |
|
|
2017
Q2 | $2.03M | Buy |
21,662
+3,029
| +16% | +$284K | 0.17% | 62 |
|
|
2017
Q1 | $1.66M | Buy |
18,633
+549
| +3% | +$48.8K | 0.15% | 61 |
|
|
2016
Q4 | $1.41M | Buy |
+18,084
| New | +$1.41M | 0.15% | 66 |
|