DAS
Diversify Advisory Services’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.2M | Buy |
36,293
+8,408
| +30% | +$2.83M | 0.47% | 36 |
|
2025
Q1 | $9.52M | Buy |
27,885
+2,465
| +10% | +$842K | 0.59% | 28 |
|
2024
Q4 | $7.82M | Sell |
25,420
-3,405
| -12% | -$1.05M | 0.43% | 32 |
|
2024
Q3 | $8.21M | Sell |
28,825
-2,446
| -8% | -$697K | 0.44% | 41 |
|
2024
Q2 | $8.3M | Sell |
31,271
-3,132
| -9% | -$831K | 0.45% | 43 |
|
2024
Q1 | $9.57M | Buy |
+34,403
| New | +$9.57M | 0.56% | 37 |
|