FSA
Financial Security Advisor’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
1,646
+120
| +8% | +$42.6K | 0.13% | 64 |
|
|
2025
Q1 | $535K | Buy |
1,526
+1
| +0.1% | +$351 | 0.14% | 64 |
|
|
2024
Q4 | $482K | Sell |
1,525
-19
| -1% | -$6.01K | 0.12% | 65 |
|
|
2024
Q3 | $424K | Sell |
1,544
-77
| -5% | -$21.2K | 0.11% | 71 |
|
|
2024
Q2 | $425K | Buy |
1,621
+7
| +0.4% | +$1.84K | 0.14% | 63 |
|
|
2024
Q1 | $451K | Buy |
1,614
+5
| +0.3% | +$1.4K | 0.16% | 61 |
|
|
2023
Q4 | $419K | Buy |
1,609
+60
| +4% | +$15.6K | 0.16% | 61 |
|
|
2023
Q3 | $356K | Buy |
+1,549
| New | +$356K | 0.16% | 68 |
|