ERTS 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 | – | Sell |
-1,315
| Closed | -$461K | – | 79 |
|
|
2025
Q1 | $461K | Sell |
1,315
-28
| -2% | -$9.81K | 0.09% | 50 |
|
|
2024
Q4 | $424K | Sell |
1,343
-50
| -4% | -$15.8K | 0.08% | 52 |
|
|
2024
Q3 | $383K | Buy |
1,393
+25
| +2% | +$6.87K | 0.07% | 61 |
|
|
2024
Q2 | $359K | Hold |
1,368
| – | – | 0.07% | 64 |
|
|
2024
Q1 | $382K | Sell |
1,368
-29
| -2% | -$8.09K | 0.08% | 61 |
|
|
2023
Q4 | $364K | Sell |
1,397
-18
| -1% | -$4.69K | 0.08% | 57 |
|
|
2023
Q3 | $325K | Sell |
1,415
-63
| -4% | -$14.5K | 0.08% | 62 |
|
|
2023
Q2 | $351K | Buy |
1,478
+43
| +3% | +$10.2K | 0.08% | 60 |
|
|
2023
Q1 | $324K | Sell |
1,435
-124
| -8% | -$28K | 0.08% | 69 |
|
|
2022
Q4 | $324K | Sell |
1,559
-117
| -7% | -$24.3K | 0.08% | 73 |
|
|
2022
Q3 | $298K | Sell |
1,676
-6
| -0.4% | -$1.07K | 0.08% | 67 |
|
|
2022
Q2 | $331K | Buy |
1,682
+30
| +2% | +$5.9K | 0.09% | 64 |
|
|
2022
Q1 | $366K | Sell |
1,652
-562
| -25% | -$125K | 0.1% | 57 |
|
|
2021
Q4 | $479K | Sell |
2,214
-1
| -0% | -$216 | 0.11% | 52 |
|
|
2021
Q3 | $493K | Sell |
2,215
-230
| -9% | -$51.2K | 0.13% | 49 |
|
|
2021
Q2 | $572K | Sell |
2,445
-57
| -2% | -$13.3K | 0.15% | 48 |
|
|
2021
Q1 | $530K | Buy |
2,502
+6
| +0.2% | +$1.27K | 0.16% | 48 |
|
|
2020
Q4 | $546K | Sell |
2,496
-116
| -4% | -$25.4K | 0.18% | 45 |
|
|
2020
Q3 | $522K | Buy |
2,612
+2
| +0.1% | +$400 | 0.2% | 42 |
|
|
2020
Q2 | $504K | Sell |
2,610
-264
| -9% | -$51K | 0.2% | 40 |
|
|
2020
Q1 | $463K | Sell |
2,874
-641
| -18% | -$103K | 0.22% | 50 |
|
|
2019
Q4 | $660K | Sell |
3,515
-409
| -10% | -$76.8K | 0.3% | 35 |
|
|
2019
Q3 | $675K | Sell |
3,924
-225
| -5% | -$38.7K | 0.34% | 33 |
|
|
2019
Q2 | $720K | Hold |
4,149
| – | – | 0.4% | 34 |
|
|
2019
Q1 | $648K | Buy |
4,149
+400
| +11% | +$62.5K | 0.39% | 36 |
|
|
2018
Q4 | $495K | Buy |
+3,749
| New | +$495K | 0.35% | 40 |
|