Cetera Trust Company’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
9,990
-35
| -0.3% | -$12.4K | 2.12% | 8 |
|
|
2025
Q1 | $3.51M | Sell |
10,025
-151
| -1% | -$52.9K | 2.24% | 7 |
|
|
2024
Q4 | $3.22M | Sell |
10,176
-95
| -0.9% | -$30K | 2.09% | 8 |
|
|
2024
Q3 | $2.82M | Sell |
10,271
-377
| -4% | -$104K | 1.73% | 13 |
|
|
2024
Q2 | $2.79M | Sell |
10,648
-1,063
| -9% | -$279K | 1.75% | 11 |
|
|
2024
Q1 | $3.27M | Sell |
11,711
-475
| -4% | -$133K | 1.97% | 9 |
|
|
2023
Q4 | $3.17M | Buy |
+12,186
| New | +$3.17M | 1.98% | 9 |
|