DFA
Davies Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
1,001
-109
| -10% | -$38.7K | 0.28% | 59 |
|
|
2025
Q1 | $389K | Buy |
1,110
+58
| +6% | +$20.3K | 0.33% | 48 |
|
|
2024
Q4 | $332K | Sell |
1,052
-21
| -2% | -$6.64K | 0.28% | 49 |
|
|
2024
Q3 | $295K | Sell |
1,073
-278
| -21% | -$76.4K | 0.26% | 57 |
|
|
2024
Q2 | $355K | Buy |
1,351
+169
| +14% | +$44.4K | 0.33% | 53 |
|
|
2024
Q1 | $330K | Buy |
+1,182
| New | +$330K | 0.34% | 45 |
|