Barnes Pettey Financial 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 | $661K | Hold |
1,862
| – | – | 0.44% | 49 |
|
|
2025
Q1 | $653K | Hold |
1,862
| – | – | 0.51% | 44 |
|
|
2024
Q4 | $588K | Hold |
1,862
| – | – | 0.45% | 43 |
|
|
2024
Q3 | $512K | Buy |
1,862
+167
| +10% | +$45.9K | 0.41% | 49 |
|
|
2024
Q2 | $445K | Sell |
1,695
-25
| -1% | -$6.56K | 0.38% | 50 |
|
|
2024
Q1 | $480K | Sell |
1,720
-5
| -0.3% | -$1.4K | 0.41% | 48 |
|
|
2023
Q4 | $449K | Buy |
1,725
+5
| +0.3% | +$1.3K | 0.36% | 57 |
|
|
2023
Q3 | $396K | Hold |
1,720
| – | – | 0.36% | 58 |
|
|
2023
Q2 | $408K | Hold |
1,720
| – | – | 0.35% | 58 |
|
|
2023
Q1 | $388K | Sell |
1,720
-20
| -1% | -$4.51K | 0.37% | 59 |
|
|
2022
Q4 | $362K | Buy |
+1,740
| New | +$362K | 0.37% | 62 |
|