C1AG
Client 1st Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
2,054
+53
| +3% | +$18.8K | 0.26% | 49 |
|
|
2025
Q1 | $701K | Hold |
2,001
| – | – | 0.27% | 47 |
|
|
2024
Q4 | $633K | Sell |
2,001
-42
| -2% | -$13.3K | 0.24% | 51 |
|
|
2024
Q3 | $562K | Sell |
2,043
-127
| -6% | -$34.9K | 0.22% | 54 |
|
|
2024
Q2 | $570K | Buy |
2,170
+152
| +8% | +$39.9K | 0.25% | 50 |
|
|
2024
Q1 | $563K | Buy |
2,018
+219
| +12% | +$61.1K | 0.25% | 49 |
|
|
2023
Q4 | $468K | Buy |
1,799
+212
| +13% | +$55.2K | 0.23% | 60 |
|
|
2023
Q3 | $365K | Sell |
1,587
-101
| -6% | -$23.2K | 0.19% | 65 |
|
|
2023
Q2 | $401K | Sell |
1,688
-474
| -22% | -$113K | 0.21% | 64 |
|
|
2023
Q1 | $487K | Hold |
2,162
| – | – | 0.26% | 51 |
|
|
2022
Q4 | $449K | Hold |
2,162
| – | – | 0.26% | 51 |
|
|
2022
Q3 | $384K | Buy |
2,162
+255
| +13% | +$45.3K | 0.24% | 52 |
|
|
2022
Q2 | $375K | Buy |
1,907
+47
| +3% | +$9.24K | 0.22% | 50 |
|
|
2022
Q1 | $412K | Buy |
1,860
+582
| +46% | +$129K | 0.2% | 57 |
|
|
2021
Q4 | $277K | Buy |
1,278
+78
| +7% | +$16.9K | 0.14% | 65 |
|
|
2021
Q3 | $267K | Buy |
1,200
+77
| +7% | +$17.1K | 0.14% | 61 |
|
|
2021
Q2 | $263K | Buy |
1,123
+154
| +16% | +$36.1K | 0.14% | 60 |
|
|
2021
Q1 | $205K | Buy |
+969
| New | +$205K | 0.12% | 67 |
|
|
2020
Q4 | – | Sell |
-969
| Closed | -$206K | – | 59 |
|
|
2020
Q3 | $206K | Buy |
+969
| New | +$206K | 0.14% | 55 |
|