EWA
Etesian Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
5,486
-116
| -2% | -$41.2K | 0.73% | 38 |
|
|
2025
Q1 | $1.96M | Sell |
5,602
-19
| -0.3% | -$6.66K | 0.85% | 33 |
|
|
2024
Q4 | $1.78M | Sell |
5,621
-56
| -1% | -$17.7K | 0.79% | 34 |
|
|
2024
Q3 | $1.56M | Buy |
5,677
+154
| +3% | +$42.3K | 0.71% | 40 |
|
|
2024
Q2 | $1.45M | Sell |
5,523
-58
| -1% | -$15.2K | 0.81% | 35 |
|
|
2024
Q1 | $1.56M | Sell |
5,581
-423
| -7% | -$118K | 0.89% | 34 |
|
|
2023
Q4 | $1.56M | Sell |
6,004
-120
| -2% | -$31.2K | 0.94% | 36 |
|
|
2023
Q3 | $1.41M | Sell |
6,124
-58
| -0.9% | -$13.3K | 0.95% | 35 |
|
|
2023
Q2 | $1.47M | Sell |
6,182
-73
| -1% | -$17.3K | 0.96% | 35 |
|
|
2023
Q1 | $1.41M | Sell |
6,255
-268
| -4% | -$60.4K | 0.94% | 37 |
|
|
2022
Q4 | $1.36M | Buy |
+6,523
| New | +$1.36M | 0.99% | 39 |
|