Financial Advocates Investment Management’s Visa V Stock Holding History

Financial Advocates Investment Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.36M	Buy	15,107 +7,817	+107%	+$2.78M	0.44%	42
2025 Q1	$2.55M	Sell	7,290 -14,715	-67%	-$5.16M	0.18%	135
2024 Q4	$6.95M	Sell	22,005 -4,060	-16%	-$1.28M	0.4%	52
2024 Q3	$7.17M	Buy	26,065 +241	+0.9%	+$66.3K	0.41%	55
2024 Q2	$6.78M	Buy	25,824 +1,907	+8%	+$501K	0.42%	49
2024 Q1	$6.67M	Buy	23,917 +315	+1%	+$87.9K	0.39%	62
2023 Q4	$6.14M	Sell	23,602 -712	-3%	-$185K	0.4%	63
2023 Q3	$5.59M	Sell	24,314 -232	-0.9%	-$53.4K	0.4%	64
2023 Q2	$5.83M	Buy	24,546 +272	+1%	+$64.6K	0.42%	57
2023 Q1	$5.47M	Buy	24,274 +2,627	+12%	+$592K	0.39%	51
2022 Q4	$4.5M	Buy	21,647 +4,976	+30%	+$1.03M	0.34%	71
2022 Q3	$2.94M	Sell	16,671 -4,076	-20%	-$719K	0.24%	108
2022 Q2	$4.09M	Buy	20,747 +1,719	+9%	+$338K	0.33%	79
2022 Q1	$4.22M	Sell	19,028 -345	-2%	-$76.5K	0.28%	88
2021 Q4	$3.96M	Buy	19,373 +1,076	+6%	+$220K	0.25%	95
2021 Q3	$4.08M	Sell	18,297 -4,745	-21%	-$1.06M	0.28%	91
2021 Q2	$5.37M	Sell	23,042 -4,176	-15%	-$972K	0.36%	53
2021 Q1	$5.76M	Sell	27,218 -148	-0.5%	-$31.3K	0.41%	48
2020 Q4	$5.99M	Buy	27,366 +1,953	+8%	+$427K	0.41%	49
2020 Q3	$5.08M	Buy	25,413 +210	+0.8%	+$42K	0.43%	48
2020 Q2	$4.87M	Buy	25,203 +355	+1%	+$68.6K	0.46%	38
2020 Q1	$4M	Sell	24,848 -2,214	-8%	-$357K	0.57%	39
2019 Q4	$5.09M	Buy	27,062 +2,103	+8%	+$395K	0.54%	39
2019 Q3	$4.29M	Buy	24,959 +163	+0.7%	+$28K	0.49%	51
2019 Q2	$4.3M	Buy	24,796 +73	+0.3%	+$12.7K	0.5%	47
2019 Q1	$3.86M	Buy	24,723 +246	+1%	+$38.4K	0.48%	52
2018 Q4	$3.23M	Sell	24,477 -1,256	-5%	-$166K	0.44%	58
2018 Q3	$3.86M	Buy	25,733 +961	+4%	+$144K	0.43%	55
2018 Q2	$3.28M	Sell	24,772 -452	-2%	-$59.9K	0.4%	69
2018 Q1	$3.02M	Buy	25,224 +5,672	+29%	+$678K	0.39%	63
2017 Q4	$2.23M	Buy	+19,552	New	+$2.23M	0.3%	79