Financial Synergies Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-616
| Closed | -$172K | – | 453 |
|
|
2024
Q1 | $172K | Buy |
616
+544
| +756% | +$152K | 0.02% | 77 |
|
|
2023
Q4 | $15K | Sell |
72
-500
| -87% | -$104K | ﹤0.01% | 157 |
|
|
2023
Q3 | $132K | Buy |
572
+501
| +706% | +$115K | 0.02% | 78 |
|
|
2023
Q2 | $16.9K | Sell |
71
-18
| -20% | -$4.28K | ﹤0.01% | 188 |
|
|
2023
Q1 | $20.1K | Buy |
89
+17
| +24% | +$3.83K | ﹤0.01% | 176 |
|
|
2022
Q4 | $15K | Buy |
72
+57
| +380% | +$11.8K | ﹤0.01% | 157 |
|
|
2022
Q3 | $2.67K | Hold |
15
| – | – | ﹤0.01% | 210 |
|
|
2022
Q2 | $2.95K | Buy |
+15
| New | +$2.95K | ﹤0.01% | 213 |
|