Buttonwood 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 | $5.25M | Sell |
14,773
-154
| -1% | -$54.7K | 2.11% | 15 |
|
|
2025
Q1 | $5.23M | Sell |
14,927
-47
| -0.3% | -$16.5K | 2.3% | 13 |
|
|
2024
Q4 | $4.73M | Sell |
14,974
-529
| -3% | -$167K | 2.08% | 15 |
|
|
2024
Q3 | $4.26M | Sell |
15,503
-150
| -1% | -$41.2K | 1.86% | 16 |
|
|
2024
Q2 | $4.11M | Sell |
15,653
-395
| -2% | -$104K | 1.94% | 15 |
|
|
2024
Q1 | $4.48M | Sell |
16,048
-124
| -0.8% | -$34.6K | 2.11% | 10 |
|
|
2023
Q4 | $4.21M | Sell |
16,172
-418
| -3% | -$109K | 2.29% | 10 |
|
|
2023
Q3 | $3.82M | Buy |
16,590
+933
| +6% | +$215K | 2.42% | 8 |
|
|
2023
Q2 | $3.72M | Buy |
15,657
+2,736
| +21% | +$650K | 2.33% | 9 |
|
|
2023
Q1 | $2.91M | Buy |
12,921
+5
| +0% | +$1.13K | 2.26% | 10 |
|
|
2022
Q4 | $2.68M | Sell |
12,916
-419
| -3% | -$87.1K | 2.26% | 9 |
|
|
2022
Q3 | $2.46M | Buy |
13,335
+62
| +0.5% | +$11.4K | 2.22% | 9 |
|
|
2022
Q2 | $2.61M | Buy |
13,273
+2,376
| +22% | +$468K | 2.36% | 8 |
|
|
2022
Q1 | $2.42M | Buy |
10,897
+1,776
| +19% | +$394K | 2.18% | 10 |
|
|
2021
Q4 | $1.98M | Buy |
+9,121
| New | +$1.98M | 1.93% | 14 |
|