FA
Fiducient Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
4,280
-100
| -2% | -$35.5K | 0.19% | 62 |
|
|
2025
Q1 | $1.54M | Sell |
4,380
-35
| -0.8% | -$12.3K | 0.19% | 57 |
|
|
2024
Q4 | $1.4M | Buy |
4,415
+35
| +0.8% | +$11.1K | 0.17% | 51 |
|
|
2024
Q3 | $1.2M | Sell |
4,380
-1,199
| -21% | -$330K | 0.14% | 66 |
|
|
2024
Q2 | $1.46M | Sell |
5,579
-210
| -4% | -$55.1K | 0.2% | 43 |
|
|
2024
Q1 | $1.62M | Buy |
+5,789
| New | +$1.62M | 0.32% | 34 |
|
|
2023
Q1 | – | Sell |
-11,534
| Closed | -$2.4M | – | 159 |
|
|
2022
Q4 | $2.4M | Buy |
+11,534
| New | +$2.4M | 0.71% | 16 |
|