FA
Fiduciary Alliance’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
9,275
+156
| +2% | +$55.4K | 0.25% | 95 |
|
|
2025
Q1 | $3.2M | Sell |
9,119
-3,744
| -29% | -$1.31M | 0.31% | 76 |
|
|
2024
Q4 | $4.07M | Buy |
12,863
+8,281
| +181% | +$2.62M | 0.41% | 63 |
|
|
2024
Q3 | $1.26M | Buy |
4,582
+607
| +15% | +$167K | 0.17% | 102 |
|
|
2024
Q2 | $1.07M | Buy |
3,975
+1,401
| +54% | +$376K | 0.17% | 87 |
|
|
2024
Q1 | $716K | Sell |
2,574
-109
| -4% | -$30.3K | 0.13% | 104 |
|
|
2023
Q4 | $698K | Sell |
2,683
-231
| -8% | -$60.1K | 0.14% | 93 |
|
|
2023
Q3 | $670K | Buy |
2,914
+3
| +0.1% | +$690 | 0.15% | 85 |
|
|
2023
Q2 | $691K | Buy |
2,911
+1,081
| +59% | +$257K | 0.15% | 82 |
|
|
2023
Q1 | $413K | Buy |
1,830
+110
| +6% | +$24.8K | 0.1% | 104 |
|
|
2022
Q4 | $357K | Buy |
+1,720
| New | +$357K | 0.09% | 104 |
|