Fairfield 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 | $5.17M | Sell |
14,574
-143
| -1% | -$50.8K | 1.81% | 16 |
|
2025
Q1 | $5.16M | Sell |
14,717
-43
| -0.3% | -$15.1K | 1.94% | 15 |
|
2024
Q4 | $4.66M | Sell |
14,760
-120
| -0.8% | -$37.9K | 1.64% | 16 |
|
2024
Q3 | $4.09M | Sell |
14,880
-514
| -3% | -$141K | 1.39% | 18 |
|
2024
Q2 | $4.04M | Buy |
+15,394
| New | +$4.04M | 1.19% | 18 |
|
2023
Q4 | $4.03M | Buy |
15,497
+224
| +1% | +$58.3K | 1.54% | 18 |
|
2023
Q3 | $3.51M | Buy |
15,273
+317
| +2% | +$72.9K | 1.48% | 19 |
|
2023
Q2 | $3.55M | Buy |
14,956
+340
| +2% | +$80.7K | 1.42% | 21 |
|
2023
Q1 | $3.25M | Buy |
14,616
+23
| +0.2% | +$5.11K | 1.41% | 21 |
|
2022
Q4 | $3.03M | Sell |
14,593
-972
| -6% | -$202K | 1.39% | 22 |
|
2022
Q3 | $2.77M | Sell |
15,565
-105
| -0.7% | -$18.7K | 1.31% | 23 |
|
2022
Q2 | $3.09M | Sell |
15,670
-1,305
| -8% | -$257K | 1.43% | 19 |
|
2022
Q1 | $3.76M | Buy |
+16,975
| New | +$3.76M | 1.36% | 19 |
|