Farther Finance 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 | $19M | Buy |
53,423
+7,356
| +16% | +$2.61M | 0.38% | 45 |
|
|
2025
Q1 | $16M | Buy |
46,067
+9,881
| +27% | +$3.42M | 0.41% | 42 |
|
|
2024
Q4 | $11.4M | Sell |
36,186
-115
| -0.3% | -$36.3K | 0.41% | 48 |
|
|
2024
Q3 | $9.98M | Buy |
36,301
+2,293
| +7% | +$630K | 0.37% | 49 |
|
|
2024
Q2 | $8.95M | Buy |
34,008
+10,865
| +47% | +$2.86M | 0.43% | 39 |
|
|
2024
Q1 | $6.44M | Buy |
23,143
+1,550
| +7% | +$431K | 0.39% | 49 |
|
|
2023
Q4 | $5.62M | Buy |
21,593
+10,549
| +96% | +$2.75M | 0.4% | 50 |
|
|
2023
Q3 | $2.54M | Buy |
11,044
+3,563
| +48% | +$819K | 0.4% | 48 |
|
|
2023
Q2 | $1.78M | Buy |
7,481
+2,997
| +67% | +$712K | 0.39% | 49 |
|
|
2023
Q1 | $1.01M | Buy |
4,484
+615
| +16% | +$139K | 0.3% | 64 |
|
|
2022
Q4 | $804K | Buy |
+3,869
| New | +$804K | 0.31% | 64 |
|