Delta 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 | $9.16M | Sell |
25,812
-578
| -2% | -$205K | 3.22% | 5 |
|
|
2025
Q1 | $9.25M | Buy |
26,390
+32
| +0.1% | +$11.2K | 3.47% | 5 |
|
|
2024
Q4 | $8.33M | Sell |
26,358
-57
| -0.2% | -$18K | 3.1% | 6 |
|
|
2024
Q3 | $7.26M | Sell |
26,415
-363
| -1% | -$99.8K | 2.64% | 6 |
|
|
2024
Q2 | $7.03M | Buy |
26,778
+56
| +0.2% | +$14.7K | 2.72% | 7 |
|
|
2024
Q1 | $7.46M | Buy |
26,722
+548
| +2% | +$153K | 2.95% | 4 |
|
|
2023
Q4 | $6.81M | Sell |
26,174
-431
| -2% | -$112K | 2.95% | 4 |
|
|
2023
Q3 | $6.12M | Sell |
26,605
-22
| -0.1% | -$5.06K | 2.76% | 4 |
|
|
2023
Q2 | $6.32M | Sell |
26,627
-167
| -0.6% | -$39.7K | 2.79% | 4 |
|
|
2023
Q1 | $6.04M | Sell |
26,794
-115
| -0.4% | -$25.9K | 2.91% | 4 |
|
|
2022
Q4 | $5.59M | Sell |
26,909
-51
| -0.2% | -$10.6K | 2.71% | 4 |
|
|
2022
Q3 | $4.79M | Sell |
26,960
-2
| -0% | -$355 | 2.54% | 4 |
|
|
2022
Q2 | $5.31M | Sell |
26,962
-33
| -0.1% | -$6.5K | 2.65% | 4 |
|
|
2022
Q1 | $5.99M | Sell |
26,995
-298
| -1% | -$66.1K | 2.56% | 5 |
|
|
2021
Q4 | $5.92M | Buy |
27,293
+38
| +0.1% | +$8.24K | 2.41% | 7 |
|
|
2021
Q3 | $6.07M | Sell |
27,255
-166
| -0.6% | -$37K | 2.7% | 4 |
|
|
2021
Q2 | $6.41M | Buy |
27,421
+23
| +0.1% | +$5.38K | 2.82% | 4 |
|
|
2021
Q1 | $5.8M | Buy |
27,398
+267
| +1% | +$56.5K | 2.71% | 4 |
|
|
2020
Q4 | $5.93M | Sell |
27,131
-677
| -2% | -$148K | 2.97% | 4 |
|
|
2020
Q3 | $5.56M | Sell |
27,808
-1,571
| -5% | -$314K | 3.08% | 4 |
|
|
2020
Q2 | $5.68M | Sell |
29,379
-934
| -3% | -$180K | 3.34% | 4 |
|
|
2020
Q1 | $4.88M | Sell |
30,313
-9,818
| -24% | -$1.58M | 3.36% | 4 |
|
|
2019
Q4 | $7.54M | Sell |
40,131
-1,485
| -4% | -$279K | 2.95% | 4 |
|
|
2019
Q3 | $7.16M | Sell |
41,616
-3,247
| -7% | -$558K | 2.9% | 3 |
|
|
2019
Q2 | $7.79M | Buy |
+44,863
| New | +$7.79M | 3.21% | 3 |
|