Evernest 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 | $1.27M | Buy |
3,579
+397
| +12% | +$141K | 0.41% | 48 |
|
|
2025
Q1 | $1.12M | Sell |
3,182
-430
| -12% | -$151K | 0.4% | 55 |
|
|
2024
Q4 | $1.14M | Buy |
3,612
+160
| +5% | +$50.6K | 0.3% | 59 |
|
|
2024
Q3 | $949K | Sell |
3,452
-3
| -0.1% | -$825 | 0.26% | 66 |
|
|
2024
Q2 | $907K | Buy |
3,455
+8
| +0.2% | +$2.1K | 0.41% | 56 |
|
|
2024
Q1 | $930K | Buy |
3,447
+226
| +7% | +$61K | 0.44% | 51 |
|
|
2023
Q4 | $839K | Buy |
+3,221
| New | +$839K | 0.43% | 53 |
|
|
2021
Q4 | $849K | Buy |
+3,070
| New | +$849K | 0.44% | 49 |
|