Avestar Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Buy |
20,491
+2,614
| +15% | +$928K | 0.5% | 38 |
|
|
2025
Q1 | $6.27M | Buy |
17,877
+2,643
| +17% | +$926K | 0.54% | 33 |
|
|
2024
Q4 | $4.81M | Sell |
15,234
-214
| -1% | -$67.6K | 0.41% | 50 |
|
|
2024
Q3 | $4.25M | Buy |
15,448
+214
| +1% | +$58.8K | 0.44% | 47 |
|
|
2024
Q2 | $4M | Buy |
15,234
+2,466
| +19% | +$647K | 0.41% | 50 |
|
|
2024
Q1 | $3.56M | Buy |
12,768
+2,086
| +20% | +$582K | 0.37% | 50 |
|
|
2023
Q4 | $2.78M | Buy |
10,682
+1,338
| +14% | +$348K | 0.32% | 47 |
|
|
2023
Q3 | $2.15M | Buy |
9,344
+695
| +8% | +$160K | 0.31% | 53 |
|
|
2023
Q2 | $2.05M | Buy |
8,649
+466
| +6% | +$111K | 0.33% | 44 |
|
|
2023
Q1 | $1.84M | Buy |
8,183
+424
| +5% | +$95.6K | 0.33% | 45 |
|
|
2022
Q4 | $1.61M | Buy |
7,759
+578
| +8% | +$120K | 0.29% | 52 |
|
|
2022
Q3 | $1.28M | Sell |
7,181
-1,836
| -20% | -$326K | 0.33% | 47 |
|
|
2022
Q2 | $1.78M | Buy |
9,017
+541
| +6% | +$106K | 0.44% | 34 |
|
|
2022
Q1 | $1.88M | Buy |
8,476
+930
| +12% | +$206K | 0.3% | 53 |
|
|
2021
Q4 | $1.64M | Sell |
7,546
-475
| -6% | -$103K | 0.2% | 68 |
|
|
2021
Q3 | $1.79M | Sell |
8,021
-454
| -5% | -$101K | 0.23% | 71 |
|
|
2021
Q2 | $1.98M | Buy |
8,475
+225
| +3% | +$52.6K | 0.27% | 59 |
|
|
2021
Q1 | $1.93M | Buy |
8,250
+1,049
| +15% | +$245K | 0.43% | 38 |
|
|
2020
Q4 | $1.58M | Buy |
7,201
+825
| +13% | +$180K | 0.44% | 40 |
|
|
2020
Q3 | $1.23M | Buy |
6,376
+366
| +6% | +$70.7K | 0.41% | 40 |
|
|
2020
Q2 | $1.16M | Buy |
6,010
+1,315
| +28% | +$254K | 0.51% | 46 |
|
|
2020
Q1 | $756K | Buy |
4,695
+360
| +8% | +$58K | 0.41% | 64 |
|
|
2019
Q4 | $814K | Buy |
4,335
+304
| +8% | +$57.1K | 0.46% | 54 |
|
|
2019
Q3 | $693K | Buy |
4,031
+1,255
| +45% | +$216K | 0.43% | 50 |
|
|
2019
Q2 | $461K | Sell |
2,776
-162
| -6% | -$26.9K | 0.29% | 64 |
|
|
2019
Q1 | $433K | Buy |
2,938
+296
| +11% | +$43.6K | 0.28% | 64 |
|
|
2018
Q4 | $321K | Sell |
2,642
-2,402
| -48% | -$292K | 0.22% | 76 |
|
|
2018
Q3 | $731K | Buy |
5,044
+294
| +6% | +$42.6K | 0.42% | 40 |
|
|
2018
Q2 | $604K | Buy |
4,750
+70
| +1% | +$8.9K | 0.38% | 46 |
|
|
2018
Q1 | $538K | Buy |
4,680
+91
| +2% | +$10.5K | 0.35% | 46 |
|
|
2017
Q4 | $499K | Buy |
+4,589
| New | +$499K | 0.37% | 42 |
|