FAN
Financial Advisors Network’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
1,117
| – | – | 0.06% | 125 |
|
|
2025
Q1 | $392K | Sell |
1,117
-47
| -4% | -$16.5K | 0.06% | 117 |
|
|
2024
Q4 | $368K | Buy |
+1,164
| New | +$368K | 0.06% | 129 |
|
|
2023
Q4 | $302K | Buy |
1,162
+22
| +2% | +$5.73K | 0.06% | 134 |
|
|
2023
Q3 | $262K | Buy |
+1,140
| New | +$262K | 0.06% | 126 |
|
|
2022
Q4 | $226K | Buy |
+1,089
| New | +$226K | 0.06% | 115 |
|
|
2022
Q3 | – | Sell |
-1,049
| Closed | -$207K | – | 123 |
|
|
2022
Q2 | $207K | Hold |
1,049
| – | – | 0.06% | 112 |
|
|
2022
Q1 | $233K | Buy |
1,049
+78
| +8% | +$17.3K | 0.06% | 114 |
|
|
2021
Q4 | $210K | Buy |
971
+22
| +2% | +$4.76K | 0.05% | 135 |
|
|
2021
Q3 | $201K | Buy |
+949
| New | +$201K | 0.05% | 146 |
|
|
2017
Q1 | – | Sell |
-496
| Closed | -$41.5K | – | 439 |
|
|
2016
Q4 | $41.5K | Buy |
+496
| New | +$41.5K | 0.04% | 146 |
|