FPAS
Focus Partners Advisor Solutions’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.1M | Sell |
33,967
-2,388
| -7% | -$847K | 0.16% | 75 |
|
2025
Q1 | $12.7M | Buy |
36,355
+2,787
| +8% | +$977K | 0.19% | 67 |
|
2024
Q4 | $10.6M | Buy |
33,568
+9,956
| +42% | +$3.15M | 0.18% | 72 |
|
2024
Q3 | $6.49M | Buy |
23,612
+837
| +4% | +$230K | 0.14% | 81 |
|
2024
Q2 | $5.98M | Sell |
22,775
-6,773
| -23% | -$1.78M | 0.16% | 69 |
|
2024
Q1 | $8.25M | Buy |
29,548
+21,584
| +271% | +$6.02M | 0.24% | 55 |
|
2023
Q4 | $2.07M | Buy |
7,964
+845
| +12% | +$220K | 0.1% | 99 |
|
2023
Q3 | $1.64M | Buy |
7,119
+3,074
| +76% | +$707K | 0.08% | 120 |
|
2023
Q2 | $961K | Sell |
4,045
-140
| -3% | -$33.3K | 0.05% | 140 |
|
2023
Q1 | $944K | Sell |
4,185
-517
| -11% | -$117K | 0.06% | 132 |
|
2022
Q4 | $977K | Sell |
4,702
-11,855
| -72% | -$2.46M | 0.08% | 129 |
|
2022
Q3 | $2.94M | Buy |
16,557
+11,289
| +214% | +$2.01M | 0.17% | 65 |
|
2022
Q2 | $1.04M | Sell |
5,268
-5,235
| -50% | -$1.03M | 0.09% | 109 |
|
2022
Q1 | $2.33M | Sell |
10,503
-88
| -0.8% | -$19.5K | 0.23% | 63 |
|
2021
Q4 | $2.3M | Buy |
+10,591
| New | +$2.3M | 0.48% | 20 |
|