Florida Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.8M | Buy |
5,078
+783
| +18% | +$278K | 0.6% | 33 |
|
2025
Q1 | $1.5M | Sell |
4,295
-756
| -15% | -$265K | 0.59% | 34 |
|
2024
Q4 | $1.6M | Buy |
5,051
+581
| +13% | +$184K | 0.71% | 27 |
|
2024
Q3 | $1.23M | Sell |
4,470
-695
| -13% | -$191K | 0.63% | 31 |
|
2024
Q2 | $1.36M | Buy |
5,165
+750
| +17% | +$197K | 0.81% | 26 |
|
2024
Q1 | $1.23M | Buy |
4,415
+740
| +20% | +$207K | 0.91% | 21 |
|
2023
Q4 | $957K | Buy |
+3,675
| New | +$957K | 0.89% | 21 |
|