Financial Engines Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
8,023
+2,189
| +38% | +$777K | 0.01% | 185 |
|
|
2025
Q1 | $2.04M | Sell |
5,834
-130
| -2% | -$45.6K | ﹤0.01% | 189 |
|
|
2024
Q4 | $1.88M | Buy |
5,964
+3,146
| +112% | +$994K | ﹤0.01% | 201 |
|
|
2024
Q3 | $775K | Sell |
2,818
-68
| -2% | -$18.7K | ﹤0.01% | 249 |
|
|
2024
Q2 | $758K | Sell |
2,886
-37
| -1% | -$9.71K | ﹤0.01% | 227 |
|
|
2024
Q1 | $816K | Buy |
2,923
+653
| +29% | +$182K | ﹤0.01% | 213 |
|
|
2023
Q4 | $591K | Buy |
2,270
+523
| +30% | +$136K | ﹤0.01% | 214 |
|
|
2023
Q3 | $402K | Buy |
1,747
+48
| +3% | +$11K | ﹤0.01% | 218 |
|
|
2023
Q2 | $403K | Sell |
1,699
-138
| -8% | -$32.8K | ﹤0.01% | 223 |
|
|
2023
Q1 | $414K | Sell |
1,837
-447
| -20% | -$101K | ﹤0.01% | 225 |
|
|
2022
Q4 | $475K | Buy |
2,284
+60
| +3% | +$12.5K | ﹤0.01% | 217 |
|
|
2022
Q3 | $395K | Buy |
2,224
+362
| +19% | +$64.3K | ﹤0.01% | 216 |
|
|
2022
Q2 | $366K | Sell |
1,862
-74
| -4% | -$14.5K | ﹤0.01% | 228 |
|
|
2022
Q1 | $429K | Buy |
1,936
+855
| +79% | +$189K | ﹤0.01% | 212 |
|
|
2021
Q4 | $234K | Sell |
1,081
-1,744
| -62% | -$378K | ﹤0.01% | 252 |
|
|
2021
Q3 | $629K | Buy |
2,825
+452
| +19% | +$101K | ﹤0.01% | 150 |
|
|
2021
Q2 | $555K | Sell |
2,373
-948
| -29% | -$222K | ﹤0.01% | 136 |
|
|
2021
Q1 | $703K | Sell |
3,321
-180
| -5% | -$38.1K | ﹤0.01% | 142 |
|
|
2020
Q4 | $766K | Buy |
3,501
+235
| +7% | +$51.4K | ﹤0.01% | 134 |
|
|
2020
Q3 | $653K | Buy |
3,266
+1,015
| +45% | +$203K | ﹤0.01% | 143 |
|
|
2020
Q2 | $435K | Buy |
+2,251
| New | +$435K | ﹤0.01% | 142 |
|
|
2018
Q1 | – | Sell |
-22
| Closed | -$3K | – | 230 |
|
|
2017
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 132 |
|