Clarity Wealth 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 | $8.04M | Buy |
22,638
+192
| +0.9% | +$68.2K | 1.98% | 18 |
|
|
2025
Q1 | $7.87M | Buy |
22,446
+342
| +2% | +$120K | 2.18% | 16 |
|
|
2024
Q4 | $6.99M | Buy |
22,104
+551
| +3% | +$174K | 1.9% | 17 |
|
|
2024
Q3 | $5.93M | Buy |
21,553
+758
| +4% | +$208K | 1.72% | 20 |
|
|
2024
Q2 | $5.46M | Sell |
20,795
-838
| -4% | -$220K | 1.77% | 18 |
|
|
2024
Q1 | $6.04M | Buy |
21,633
+549
| +3% | +$153K | 2.04% | 15 |
|
|
2023
Q4 | $5.49M | Sell |
21,084
-15
| -0.1% | -$3.91K | 2.07% | 15 |
|
|
2023
Q3 | $4.85M | Buy |
21,099
+327
| +2% | +$75.2K | 2.2% | 14 |
|
|
2023
Q2 | $4.93M | Buy |
20,772
+230
| +1% | +$54.6K | 2.21% | 14 |
|
|
2023
Q1 | $4.63M | Buy |
20,542
+323
| +2% | +$72.8K | 2.36% | 14 |
|
|
2022
Q4 | $4.2M | Sell |
20,219
-623
| -3% | -$129K | 2.42% | 15 |
|
|
2022
Q3 | $3.7M | Sell |
20,842
-77
| -0.4% | -$13.7K | 2.23% | 14 |
|
|
2022
Q2 | $4.12M | Buy |
20,919
+437
| +2% | +$86K | 2.36% | 14 |
|
|
2022
Q1 | $4.54M | Buy |
20,482
+952
| +5% | +$211K | 2.16% | 15 |
|
|
2021
Q4 | $4.23M | Buy |
19,530
+589
| +3% | +$128K | 1.97% | 16 |
|
|
2021
Q3 | $4.22M | Buy |
18,941
+709
| +4% | +$158K | 2.08% | 16 |
|
|
2021
Q2 | $4.26M | Buy |
18,232
+432
| +2% | +$101K | 2.21% | 13 |
|
|
2021
Q1 | $3.77M | Buy |
17,800
+849
| +5% | +$180K | 2.15% | 14 |
|
|
2020
Q4 | $3.71M | Buy |
16,951
+269
| +2% | +$58.8K | 2.25% | 13 |
|
|
2020
Q3 | $3.34M | Sell |
16,682
-191
| -1% | -$38.2K | 2.39% | 14 |
|
|
2020
Q2 | $3.26M | Buy |
16,873
+14
| +0.1% | +$2.7K | 2.57% | 12 |
|
|
2020
Q1 | $2.72M | Sell |
16,859
-530
| -3% | -$85.4K | 2.83% | 12 |
|
|
2019
Q4 | $3.27M | Buy |
+17,389
| New | +$3.27M | 2.75% | 11 |
|