Avitas Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.31M | Sell |
19,957
-63
| -0.3% | -$19.9K | 0.87% | 25 |
|
|
2024
Q3 | $5.5M | Sell |
20,020
-368
| -2% | -$101K | 0.77% | 31 |
|
|
2024
Q2 | $5.35M | Sell |
20,388
-385
| -2% | -$101K | 0.78% | 32 |
|
|
2024
Q1 | $5.8M | Buy |
20,773
+72
| +0.3% | +$20.1K | 0.88% | 29 |
|
|
2023
Q4 | $5.39M | Buy |
20,701
+366
| +2% | +$95.3K | 0.9% | 25 |
|
|
2023
Q3 | $4.68M | Sell |
20,335
-273
| -1% | -$62.8K | 0.89% | 28 |
|
|
2023
Q2 | $4.89M | Buy |
20,608
+3
| +0% | +$712 | 0.89% | 29 |
|
|
2023
Q1 | $4.65M | Sell |
20,605
-3,015
| -13% | -$680K | 0.91% | 28 |
|
|
2022
Q4 | $4.91M | Sell |
23,620
-88
| -0.4% | -$18.3K | 1.04% | 27 |
|
|
2022
Q3 | $4.21M | Buy |
23,708
+12,332
| +108% | +$2.19M | 0.96% | 26 |
|
|
2022
Q2 | $2.24M | Sell |
11,376
-25,915
| -69% | -$5.1M | 0.49% | 63 |
|
|
2022
Q1 | $8.27M | Buy |
37,291
+21,580
| +137% | +$4.79M | 1.49% | 11 |
|
|
2021
Q4 | $3.41M | Buy |
15,711
+4,895
| +45% | +$1.06M | 0.57% | 70 |
|
|
2021
Q3 | $2.41M | Sell |
10,816
-89
| -0.8% | -$19.8K | 0.44% | 90 |
|
|
2021
Q2 | $2.55M | Buy |
10,905
+403
| +4% | +$94.2K | 0.45% | 86 |
|
|
2021
Q1 | $2.22M | Buy |
10,502
+4,042
| +63% | +$856K | 0.44% | 84 |
|
|
2020
Q4 | $1.41M | Buy |
6,460
+201
| +3% | +$44K | 0.29% | 123 |
|
|
2020
Q3 | $1.25M | Buy |
6,259
+251
| +4% | +$50.2K | 0.35% | 102 |
|
|
2020
Q2 | $1.16M | Sell |
6,008
-48
| -0.8% | -$9.28K | 0.39% | 91 |
|
|
2020
Q1 | $976K | Sell |
6,056
-3,465
| -36% | -$558K | 0.44% | 77 |
|
|
2019
Q4 | $1.79M | Sell |
9,521
-1,557
| -14% | -$293K | 0.46% | 87 |
|
|
2019
Q3 | $1.91M | Buy |
11,078
+41
| +0.4% | +$7.05K | 0.53% | 84 |
|
|
2019
Q2 | $1.92M | Sell |
11,037
-279
| -2% | -$48.4K | 0.53% | 87 |
|
|
2019
Q1 | $1.77M | Sell |
11,316
-698
| -6% | -$109K | 0.51% | 84 |
|
|
2018
Q4 | $1.59M | Sell |
12,014
-29
| -0.2% | -$3.83K | 0.52% | 84 |
|
|
2018
Q3 | $1.81M | Buy |
12,043
+1,044
| +9% | +$157K | 0.51% | 86 |
|
|
2018
Q2 | $1.46M | Buy |
+10,999
| New | +$1.46M | 0.45% | 94 |
|