Curtis Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Hold |
2,450
| – | – | 0.22% | 56 |
|
|
2025
Q1 | $859K | Hold |
2,450
| – | – | 0.25% | 57 |
|
|
2024
Q4 | $774K | Hold |
2,450
| – | – | 0.2% | 56 |
|
|
2024
Q3 | $674K | Sell |
2,450
-100
| -4% | -$27.5K | 0.19% | 57 |
|
|
2024
Q2 | $669K | Hold |
2,550
| – | – | 0.24% | 54 |
|
|
2024
Q1 | $712K | Hold |
2,550
| – | – | 0.28% | 53 |
|
|
2023
Q4 | $664K | Hold |
2,550
| – | – | 0.3% | 47 |
|
|
2023
Q3 | $587K | Sell |
2,550
-30
| -1% | -$6.9K | 0.2% | 51 |
|
|
2023
Q2 | $613K | Hold |
2,580
| – | – | 0.2% | 49 |
|
|
2023
Q1 | $582K | Sell |
2,580
-320
| -11% | -$72.1K | 0.21% | 51 |
|
|
2022
Q4 | $603K | Sell |
2,900
-155
| -5% | -$32.2K | 0.24% | 44 |
|
|
2022
Q3 | $543K | Sell |
3,055
-90
| -3% | -$16K | 0.22% | 49 |
|
|
2022
Q2 | $619K | Buy |
3,145
+1
| +0% | +$197 | 0.25% | 46 |
|
|
2022
Q1 | $697K | Buy |
3,144
+4
| +0.1% | +$887 | 0.24% | 43 |
|
|
2021
Q4 | $680K | Sell |
3,140
-125
| -4% | -$27.1K | 0.22% | 47 |
|
|
2021
Q3 | $727K | Sell |
3,265
-272
| -8% | -$60.6K | 0.26% | 44 |
|
|
2021
Q2 | $827K | Sell |
3,537
-160
| -4% | -$37.4K | 0.36% | 40 |
|
|
2021
Q1 | $783K | Buy |
3,697
+1,437
| +64% | +$304K | 0.35% | 42 |
|
|
2020
Q4 | $494K | Hold |
2,260
| – | – | 0.24% | 42 |
|
|
2020
Q3 | $452K | Hold |
2,260
| – | – | 0.27% | 39 |
|
|
2020
Q2 | $437K | Hold |
2,260
| – | – | 0.31% | 37 |
|
|
2020
Q1 | $364K | Hold |
2,260
| – | – | 0.24% | 36 |
|
|
2019
Q4 | $425K | Buy |
+2,260
| New | +$425K | 0.24% | 36 |
|