Central Valley 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 | $3.41M | Sell |
9,605
-46
| -0.5% | -$16.3K | 1.16% | 24 |
|
|
2025
Q1 | $3.38M | Sell |
9,651
-1,435
| -13% | -$503K | 1.28% | 24 |
|
|
2024
Q4 | $3.5M | Buy |
11,086
+153
| +1% | +$48.4K | 1.59% | 16 |
|
|
2024
Q3 | $3.01M | Buy |
10,933
+185
| +2% | +$50.9K | 1.7% | 16 |
|
|
2024
Q2 | $3.08M | Buy |
10,748
+117
| +1% | +$33.5K | 1.31% | 21 |
|
|
2024
Q1 | $2.97M | Buy |
10,631
+366
| +4% | +$102K | 1.53% | 14 |
|
|
2023
Q4 | $2.67M | Buy |
+10,265
| New | +$2.67M | 1.57% | 13 |
|