Colton Groome Financial 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 | $2.72M | Buy |
7,662
+607
| +9% | +$216K | 0.92% | 25 |
|
|
2025
Q1 | $2.44M | Sell |
7,055
-470
| -6% | -$162K | 0.95% | 27 |
|
|
2024
Q4 | $2.38M | Sell |
7,525
-565
| -7% | -$179K | 0.91% | 28 |
|
|
2024
Q3 | $2.22M | Sell |
8,090
-310
| -4% | -$85.2K | 0.83% | 28 |
|
|
2024
Q2 | $2.2M | Buy |
8,400
+206
| +3% | +$54.1K | 0.87% | 28 |
|
|
2024
Q1 | $2.29M | Sell |
8,194
-23
| -0.3% | -$6.42K | 0.92% | 29 |
|
|
2023
Q4 | $2.14M | Buy |
8,217
+1,217
| +17% | +$317K | 0.93% | 28 |
|
|
2023
Q3 | $1.61M | Buy |
7,000
+390
| +6% | +$89.7K | 0.81% | 32 |
|
|
2023
Q2 | $1.57M | Buy |
6,610
+898
| +16% | +$213K | 0.74% | 36 |
|
|
2023
Q1 | $1.29M | Buy |
5,712
+1,435
| +34% | +$324K | 0.61% | 43 |
|
|
2022
Q4 | $889K | Buy |
4,277
+2,541
| +146% | +$528K | 0.44% | 47 |
|
|
2022
Q3 | $308K | Buy |
1,736
+286
| +20% | +$50.7K | 0.16% | 81 |
|
|
2022
Q2 | $285K | Buy |
1,450
+127
| +10% | +$25K | 0.14% | 76 |
|
|
2022
Q1 | $293K | Sell |
1,323
-22
| -2% | -$4.87K | 0.14% | 86 |
|
|
2021
Q4 | $291K | Buy |
1,345
+20
| +2% | +$4.33K | 0.12% | 100 |
|
|
2021
Q3 | $295K | Sell |
1,325
-160
| -11% | -$35.6K | 0.13% | 97 |
|
|
2021
Q2 | $347K | Buy |
+1,485
| New | +$347K | 0.16% | 89 |
|