AWM
Avior Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
13,404
+1,361
| +11% | +$483K | 0.16% | 102 |
|
|
2025
Q1 | $4.22M | Sell |
12,043
-2,693
| -18% | -$944K | 0.16% | 106 |
|
|
2024
Q4 | $4.66M | Sell |
14,736
-998
| -6% | -$315K | 0.17% | 100 |
|
|
2024
Q3 | $4.33M | Buy |
15,734
+349
| +2% | +$96K | 0.17% | 100 |
|
|
2024
Q2 | $4.04M | Sell |
15,385
-986
| -6% | -$259K | 0.17% | 103 |
|
|
2024
Q1 | $4.57M | Buy |
16,371
+5,195
| +46% | +$1.45M | 0.21% | 90 |
|
|
2023
Q4 | $2.91M | Sell |
11,176
-81
| -0.7% | -$21.1K | 0.18% | 107 |
|
|
2023
Q3 | $2.59M | Sell |
11,257
-107
| -0.9% | -$24.6K | 0.18% | 105 |
|
|
2023
Q2 | $2.7M | Sell |
11,364
-47
| -0.4% | -$11.2K | 0.18% | 109 |
|
|
2023
Q1 | $2.57M | Sell |
11,411
-605
| -5% | -$136K | 0.18% | 107 |
|
|
2022
Q4 | $2.5M | Hold |
12,016
| – | – | 0.19% | 106 |
|
|
2022
Q3 | $2.13M | Sell |
12,016
-68
| -0.6% | -$12.1K | 0.18% | 105 |
|
|
2022
Q2 | $2.38M | Sell |
12,084
-414
| -3% | -$81.5K | 0.24% | 88 |
|
|
2022
Q1 | $2.77M | Sell |
12,498
-1,293
| -9% | -$287K | 0.24% | 89 |
|
|
2021
Q4 | $2.99M | Buy |
13,791
+1,227
| +10% | +$266K | 0.25% | 83 |
|
|
2021
Q3 | $2.8M | Buy |
12,564
+434
| +4% | +$96.7K | 0.23% | 87 |
|
|
2021
Q2 | $2.84M | Sell |
12,130
-1,661
| -12% | -$388K | 0.29% | 79 |
|
|
2021
Q1 | $2.92M | Sell |
13,791
-7
| -0.1% | -$1.48K | 0.31% | 76 |
|
|
2020
Q4 | $3.02M | Sell |
13,798
-3,276
| -19% | -$716K | 0.37% | 65 |
|
|
2020
Q3 | $3.41M | Buy |
17,074
+607
| +4% | +$121K | 0.49% | 47 |
|
|
2020
Q2 | $3.18M | Buy |
16,467
+335
| +2% | +$64.7K | 0.5% | 46 |
|
|
2020
Q1 | $2.6M | Sell |
16,132
-3,740
| -19% | -$602K | 0.51% | 46 |
|
|
2019
Q4 | $3.73M | Buy |
19,872
+623
| +3% | +$117K | 0.6% | 39 |
|
|
2019
Q3 | $3.31M | Sell |
19,249
-137
| -0.7% | -$23.6K | 0.58% | 43 |
|
|
2019
Q2 | $3.36M | Buy |
19,386
+4,558
| +31% | +$791K | 0.6% | 43 |
|
|
2019
Q1 | $2.32M | Sell |
14,828
-4,167
| -22% | -$651K | 0.49% | 51 |
|
|
2018
Q4 | $2.51M | Buy |
18,995
+3,643
| +24% | +$481K | 0.6% | 44 |
|
|
2018
Q3 | $2.3M | Hold |
15,352
| – | – | 0.49% | 51 |
|
|
2018
Q2 | $2.03M | Buy |
15,352
+636
| +4% | +$84.2K | 0.46% | 59 |
|
|
2018
Q1 | $1.76M | Sell |
14,716
-2,802
| -16% | -$335K | 0.41% | 67 |
|
|
2017
Q4 | $2M | Buy |
17,518
+17,018
| +3,404% | +$1.94M | 0.45% | 63 |
|
|
2017
Q3 | $53K | Sell |
500
-200
| -29% | -$21.2K | 0.02% | 211 |
|
|
2017
Q2 | $66K | Sell |
700
-2,921
| -81% | -$275K | 0.03% | 174 |
|
|
2017
Q1 | $322K | Buy |
+3,621
| New | +$322K | 0.11% | 127 |
|
|
2016
Q4 | – | Sell |
-1,600
| Closed | -$132K | – | 520 |
|
|
2016
Q3 | $132K | Buy |
+1,600
| New | +$132K | 0.05% | 157 |
|