Certified Advisory Corp’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
10,889
-1,668
| -13% | -$592K | 0.4% | 68 |
|
|
2025
Q1 | $4.4M | Sell |
12,557
-1,358
| -10% | -$476K | 0.5% | 61 |
|
|
2024
Q4 | $4.4M | Buy |
13,915
+40
| +0.3% | +$12.6K | 0.48% | 62 |
|
|
2024
Q3 | $3.81M | Sell |
13,875
-173
| -1% | -$47.6K | 0.42% | 67 |
|
|
2024
Q2 | $3.69M | Buy |
14,048
+705
| +5% | +$185K | 0.46% | 65 |
|
|
2024
Q1 | $3.72M | Buy |
13,343
+150
| +1% | +$41.9K | 0.52% | 61 |
|
|
2023
Q4 | $3.43M | Sell |
13,193
-15,608
| -54% | -$4.06M | 0.52% | 62 |
|
|
2023
Q3 | $3.14M | Buy |
28,801
+15,102
| +110% | +$1.65M | 0.58% | 55 |
|
|
2023
Q2 | $3.25M | Buy |
13,699
+287
| +2% | +$68.2K | 0.6% | 48 |
|
|
2023
Q1 | $3.02M | Buy |
13,412
+344
| +3% | +$77.6K | 0.54% | 53 |
|
|
2022
Q4 | $2.71M | Sell |
13,068
-417
| -3% | -$86.6K | 0.54% | 55 |
|
|
2022
Q3 | $2.4M | Buy |
13,485
+909
| +7% | +$162K | 0.55% | 50 |
|
|
2022
Q2 | $2.48M | Buy |
12,576
+3,345
| +36% | +$659K | 0.55% | 52 |
|
|
2022
Q1 | $2.05M | Buy |
9,231
+4,743
| +106% | +$1.05M | 0.43% | 64 |
|
|
2021
Q4 | $973K | Buy |
4,488
+103
| +2% | +$22.3K | 0.21% | 110 |
|
|
2021
Q3 | $977K | Sell |
4,385
-62
| -1% | -$13.8K | 0.24% | 105 |
|
|
2021
Q2 | $1.04M | Buy |
4,447
+42
| +1% | +$9.82K | 0.26% | 97 |
|
|
2021
Q1 | $933K | Buy |
+4,405
| New | +$933K | 0.24% | 94 |
|
|
2020
Q2 | $810K | Buy |
4,193
+119
| +3% | +$23K | 0.27% | 93 |
|
|
2020
Q1 | $656K | Sell |
4,074
-146
| -3% | -$23.5K | 0.26% | 93 |
|
|
2019
Q4 | $793K | Buy |
4,220
+3
| +0.1% | +$564 | 0.25% | 94 |
|
|
2019
Q3 | $725K | Buy |
4,217
+48
| +1% | +$8.25K | 0.25% | 91 |
|
|
2019
Q2 | $724K | Buy |
4,169
+168
| +4% | +$29.2K | 0.27% | 85 |
|
|
2019
Q1 | $625K | Buy |
4,001
+157
| +4% | +$24.5K | 0.26% | 87 |
|
|
2018
Q4 | $507K | Sell |
3,844
-72
| -2% | -$9.5K | 0.26% | 85 |
|
|
2018
Q3 | $588K | Sell |
3,916
-148
| -4% | -$22.2K | 0.27% | 83 |
|
|
2018
Q2 | $538K | Buy |
4,064
+3
| +0.1% | +$397 | 0.3% | 81 |
|
|
2018
Q1 | $485K | Sell |
4,061
-21
| -0.5% | -$2.51K | 0.29% | 84 |
|
|
2017
Q4 | $465K | Buy |
+4,082
| New | +$465K | 0.33% | 66 |
|