First National Advisers’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.33M | Buy |
6,550
+1,015
| +18% | +$360K | 0.34% | 93 |
|
2025
Q1 | $1.94M | Sell |
5,535
-556
| -9% | -$195K | 0.31% | 101 |
|
2024
Q4 | $1.93M | Buy |
6,091
+1,101
| +22% | +$348K | 0.31% | 99 |
|
2024
Q3 | $1.37M | Buy |
4,990
+107
| +2% | +$29.4K | 0.22% | 117 |
|
2024
Q2 | $1.28M | Sell |
4,883
-778
| -14% | -$204K | 0.23% | 118 |
|
2024
Q1 | $1.52M | Buy |
5,661
+1,622
| +40% | +$437K | 0.34% | 95 |
|
2023
Q4 | $1.05M | Buy |
4,039
+1,824
| +82% | +$475K | 0.3% | 102 |
|
2023
Q3 | $509K | Buy |
2,215
+1,258
| +131% | +$289K | 0.23% | 116 |
|
2023
Q2 | $227K | Sell |
957
-78
| -8% | -$18.5K | 0.21% | 105 |
|
2023
Q1 | $233K | Buy |
+1,035
| New | +$233K | 0.26% | 99 |
|
2022
Q4 | – | Sell |
-887
| Closed | -$158K | – | 131 |
|
2022
Q3 | $158K | Buy |
+887
| New | +$158K | 0.23% | 106 |
|