Evolution 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 | $375K | Sell |
1,055
-12
| -1% | -$4.26K | 0.05% | 117 |
|
|
2025
Q1 | $374K | Buy |
1,067
+34
| +3% | +$11.9K | 0.06% | 104 |
|
|
2024
Q4 | $326K | Buy |
1,033
+80
| +8% | +$25.3K | 0.05% | 106 |
|
|
2024
Q3 | $262K | Sell |
953
-49
| -5% | -$13.5K | 0.05% | 109 |
|
|
2024
Q2 | $264K | Sell |
1,002
-851
| -46% | -$224K | 0.05% | 115 |
|
|
2024
Q1 | $517K | Buy |
1,853
+101
| +6% | +$28.2K | 0.1% | 80 |
|
|
2023
Q4 | $456K | Hold |
1,752
| – | – | 0.09% | 83 |
|
|
2023
Q3 | $403K | Buy |
1,752
+150
| +9% | +$34.5K | 0.09% | 83 |
|
|
2023
Q2 | $380K | Sell |
1,602
-187
| -10% | -$44.4K | 0.08% | 80 |
|
|
2023
Q1 | $403K | Buy |
1,789
+266
| +17% | +$60K | 0.1% | 79 |
|
|
2022
Q4 | $316K | Buy |
1,523
+212
| +16% | +$44K | 0.08% | 93 |
|
|
2022
Q3 | $233K | Sell |
1,311
-2,690
| -67% | -$478K | 0.06% | 95 |
|
|
2022
Q2 | $793K | Sell |
4,001
-183
| -4% | -$36.3K | 0.2% | 60 |
|
|
2022
Q1 | $933K | Sell |
4,184
-102
| -2% | -$22.7K | 0.19% | 58 |
|
|
2021
Q4 | $929 | Buy |
4,286
+1,730
| +68% | +$375 | 0.14% | 53 |
|
|
2021
Q3 | $569K | Sell |
2,556
-1,819
| -42% | -$405K | 0.12% | 59 |
|
|
2021
Q2 | $1.02M | Sell |
4,375
-530
| -11% | -$124K | 0.21% | 57 |
|
|
2021
Q1 | $1.04M | Buy |
4,905
+999
| +26% | +$212K | 0.23% | 61 |
|
|
2020
Q4 | $854K | Buy |
3,906
+199
| +5% | +$43.5K | 0.19% | 63 |
|
|
2020
Q3 | $741K | Sell |
3,707
-362
| -9% | -$72.4K | 0.2% | 54 |
|
|
2020
Q2 | $786K | Buy |
4,069
+1,378
| +51% | +$266K | 0.26% | 49 |
|
|
2020
Q1 | $434K | Sell |
2,691
-2,263
| -46% | -$365K | 0.18% | 43 |
|
|
2019
Q4 | $931K | Buy |
4,954
+4,074
| +463% | +$766K | 0.23% | 40 |
|
|
2019
Q3 | $151K | Sell |
880
-4,098
| -82% | -$703K | 0.07% | 37 |
|
|
2019
Q2 | $864K | Buy |
4,978
+2,069
| +71% | +$359K | 0.37% | 27 |
|
|
2019
Q1 | $454K | Buy |
2,909
+92
| +3% | +$14.4K | 0.21% | 38 |
|
|
2018
Q4 | $372K | Buy |
+2,817
| New | +$372K | 0.17% | 52 |
|