Ballew Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
804
-9
| -1% | -$3.23K | 0.17% | 91 |
|
|
2025
Q1 | $271K | Hold |
813
| – | – | 0.18% | 91 |
|
|
2024
Q4 | $249K | Buy |
813
+1
| +0.1% | +$307 | 0.16% | 95 |
|
|
2024
Q3 | $225K | Buy |
+812
| New | +$225K | 0.15% | 98 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$28K | – | 418 |
|
|
2018
Q3 | $28K | Sell |
200
-10
| -5% | -$1.4K | 0.03% | 213 |
|
|
2018
Q2 | $28K | Sell |
210
-44
| -17% | -$5.87K | 0.03% | 213 |
|
|
2018
Q1 | $30K | Buy |
+254
| New | +$30K | 0.03% | 211 |
|