Avion Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
1,739
+1,261
| +264% | +$447K | 0.14% | 45 |
|
|
2025
Q1 | $151K | Hold |
478
| – | – | 0.04% | 102 |
|
|
2024
Q4 | $151K | Buy |
478
+38
| +9% | +$12K | 0.04% | 102 |
|
|
2024
Q3 | $120K | Sell |
440
-1
| -0.2% | -$273 | 0.03% | 110 |
|
|
2024
Q2 | $115K | Buy |
441
+11
| +3% | +$2.87K | 0.03% | 106 |
|
|
2024
Q1 | $120K | Buy |
430
+116
| +37% | +$32.4K | 0.03% | 101 |
|
|
2023
Q4 | $82K | Buy |
314
+14
| +5% | +$3.66K | 0.02% | 123 |
|
|
2023
Q3 | $68K | Buy |
300
+19
| +7% | +$4.31K | 0.02% | 130 |
|
|
2023
Q2 | $66K | Buy |
281
+62
| +28% | +$14.6K | 0.02% | 141 |
|
|
2023
Q1 | $45K | Buy |
219
+10
| +5% | +$2.06K | 0.01% | 153 |
|
|
2022
Q4 | $37K | Hold |
209
| – | – | 0.01% | 163 |
|
|
2022
Q3 | $37K | Sell |
209
-43
| -17% | -$7.61K | 0.01% | 165 |
|
|
2022
Q2 | $50K | Buy |
252
+43
| +21% | +$8.53K | 0.02% | 143 |
|
|
2022
Q1 | $46K | Hold |
209
| – | – | 0.01% | 140 |
|
|
2021
Q4 | $45K | Hold |
209
| – | – | 0.01% | 133 |
|
|
2021
Q3 | $47K | Buy |
209
+40
| +24% | +$9K | 0.01% | 130 |
|
|
2021
Q2 | $39K | Sell |
169
-319
| -65% | -$73.6K | 0.01% | 144 |
|
|
2021
Q1 | $103K | Sell |
488
-458
| -48% | -$96.7K | 0.04% | 73 |
|
|
2020
Q4 | $207K | Buy |
946
+777
| +460% | +$170K | 0.07% | 42 |
|
|
2020
Q3 | $34K | Hold |
169
| – | – | 0.01% | 110 |
|
|
2020
Q2 | $33K | Sell |
169
-1,000
| -86% | -$195K | 0.01% | 108 |
|
|
2020
Q1 | $188K | Sell |
1,169
-327
| -22% | -$52.6K | 0.08% | 38 |
|
|
2019
Q4 | $281K | Hold |
1,496
| – | – | 0.25% | 37 |
|
|
2019
Q3 | $257K | Buy |
+1,496
| New | +$257K | 0.25% | 35 |
|