Financial Advisory Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Sell |
11,876
-750
| -6% | -$266K | 1.33% | 24 |
|
|
2025
Q1 | $4.42M | Sell |
12,626
-169
| -1% | -$59.2K | 1.48% | 20 |
|
|
2024
Q4 | $4.04M | Sell |
12,795
-48
| -0.4% | -$15.2K | 1.34% | 23 |
|
|
2024
Q3 | $3.53M | Sell |
12,843
-298
| -2% | -$81.9K | 1.17% | 38 |
|
|
2024
Q2 | $3.45M | Sell |
13,141
-443
| -3% | -$116K | 1.29% | 27 |
|
|
2024
Q1 | $3.79M | Sell |
13,584
-2,385
| -15% | -$666K | 1.46% | 25 |
|
|
2023
Q4 | $4.16M | Sell |
15,969
-1,495
| -9% | -$389K | 1.51% | 23 |
|
|
2023
Q3 | $4.02M | Sell |
17,464
-178
| -1% | -$40.9K | 1.62% | 14 |
|
|
2023
Q2 | $4.19M | Sell |
17,642
-113
| -0.6% | -$26.8K | 1.61% | 20 |
|
|
2023
Q1 | $4M | Sell |
17,755
-249
| -1% | -$56.1K | 1.58% | 22 |
|
|
2022
Q4 | $3.74M | Sell |
18,004
-185
| -1% | -$38.4K | 1.54% | 30 |
|
|
2022
Q3 | $3.23M | Buy |
18,189
+114
| +0.6% | +$20.3K | 1.41% | 38 |
|
|
2022
Q2 | $3.56M | Buy |
18,075
+428
| +2% | +$84.3K | 1.47% | 34 |
|
|
2022
Q1 | $3.91M | Buy |
17,647
+611
| +4% | +$136K | 1.45% | 28 |
|
|
2021
Q4 | $3.69M | Buy |
+17,036
| New | +$3.69M | 1.35% | 35 |
|