Delos 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 | $8.88K | Buy |
+25
| New | +$8.88K | 0.01% | 172 |
|
|
2025
Q1 | – | Sell |
-175
| Closed | -$55.3K | – | 182 |
|
|
2024
Q4 | $55.3K | Buy |
175
+5
| +3% | +$1.58K | 0.04% | 74 |
|
|
2024
Q3 | $46.7K | Sell |
170
-97
| -36% | -$26.7K | 0.04% | 80 |
|
|
2024
Q2 | $70.1K | Hold |
267
| – | – | 0.07% | 72 |
|
|
2024
Q1 | $74.5K | Buy |
267
+111
| +71% | +$31K | 0.08% | 59 |
|
|
2023
Q4 | $40.6K | Buy |
156
+150
| +2,500% | +$39.1K | 0.06% | 65 |
|
|
2023
Q3 | $1.48K | Hold |
6
| – | – | ﹤0.01% | 189 |
|
|
2023
Q2 | $1.43K | Hold |
6
| – | – | ﹤0.01% | 189 |
|
|
2023
Q1 | $1.35K | Sell |
6
-125
| -95% | -$28.2K | ﹤0.01% | 199 |
|
|
2022
Q4 | $27.2K | Hold |
131
| – | – | 0.04% | 81 |
|
|
2022
Q3 | $23K | Sell |
131
-252
| -66% | -$44.2K | 0.03% | 84 |
|
|
2022
Q2 | $75K | Sell |
383
-1,096
| -74% | -$215K | 0.08% | 51 |
|
|
2022
Q1 | $328K | Sell |
1,479
-157
| -10% | -$34.8K | 0.32% | 46 |
|
|
2021
Q4 | $355K | Buy |
1,636
+415
| +34% | +$90.1K | 0.34% | 36 |
|
|
2021
Q3 | $272K | Buy |
1,221
+1,096
| +877% | +$244K | 0.3% | 37 |
|
|
2021
Q2 | $29K | Buy |
+125
| New | +$29K | 0.04% | 59 |
|