Fi3 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 | $1.43M | Buy |
4,039
+76
| +2% | +$27K | 0.52% | 24 |
|
|
2025
Q1 | $1.39M | Buy |
3,963
+267
| +7% | +$93.6K | 0.56% | 24 |
|
|
2024
Q4 | $1.17M | Buy |
3,696
+18
| +0.5% | +$5.69K | 0.44% | 28 |
|
|
2024
Q3 | $1.01M | Buy |
3,678
+271
| +8% | +$74.5K | 0.4% | 28 |
|
|
2024
Q2 | $894K | Sell |
3,407
-18
| -0.5% | -$4.73K | 0.39% | 25 |
|
|
2024
Q1 | $920K | Sell |
3,425
-19
| -0.6% | -$5.1K | 0.42% | 25 |
|
|
2023
Q4 | $897K | Sell |
3,444
-468
| -12% | -$122K | 0.43% | 27 |
|
|
2023
Q3 | $900K | Buy |
3,912
+627
| +19% | +$144K | 0.48% | 26 |
|
|
2023
Q2 | $780K | Sell |
3,285
-78
| -2% | -$18.5K | 0.41% | 25 |
|
|
2023
Q1 | $758K | Sell |
3,363
-347
| -9% | -$78.2K | 0.4% | 28 |
|
|
2022
Q4 | $771K | Buy |
3,710
+621
| +20% | +$129K | 0.44% | 29 |
|
|
2022
Q3 | $549K | Buy |
3,089
+12
| +0.4% | +$2.13K | 0.5% | 24 |
|
|
2022
Q2 | $628K | Buy |
3,077
+176
| +6% | +$35.9K | 0.52% | 25 |
|
|
2022
Q1 | $643K | Sell |
2,901
-44
| -1% | -$9.75K | 0.5% | 21 |
|
|
2021
Q4 | $638K | Buy |
2,945
+169
| +6% | +$36.6K | 0.42% | 24 |
|
|
2021
Q3 | $618K | Sell |
2,776
-27
| -1% | -$6.01K | 0.41% | 23 |
|
|
2021
Q2 | $664K | Buy |
2,803
+272
| +11% | +$64.4K | 0.46% | 23 |
|
|
2021
Q1 | $536K | Buy |
+2,531
| New | +$536K | 0.46% | 22 |
|