Fortis Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $357K | Hold |
1,180
| – | – | 0.18% | 85 |
|
|
2025
Q4 | $414K | Sell |
1,180
-75
| -6% | -$25.6K | 0.23% | 76 |
|
|
2025
Q3 | $428K | Sell |
1,255
-140
| -10% | -$48.5K | 0.24% | 72 |
|
|
2025
Q2 | $495K | Sell |
1,395
-175
| -11% | -$61K | 0.32% | 59 |
|
|
2025
Q1 | $550K | Buy |
1,570
+102
| +7% | +$34.5K | 0.36% | 54 |
|
|
2024
Q4 | $464K | Buy |
1,468
+100
| +7% | +$30.1K | 0.3% | 62 |
|
|
2024
Q3 | $376K | Hold |
1,368
| – | – | 0.24% | 74 |
|
|
2024
Q2 | $359K | Hold |
1,368
| – | – | 0.25% | 67 |
|
|
2024
Q1 | $382K | Buy |
1,368
+40
| +3% | +$11K | 0.26% | 66 |
|
|
2023
Q4 | $346K | Buy |
1,328
+40
| +3% | +$9.86K | 0.25% | 65 |
|
|
2023
Q3 | $296K | Hold |
1,288
| – | – | 0.22% | 72 |
|
|
2023
Q2 | $306K | Sell |
1,288
-623
| -33% | -$143K | 0.22% | 69 |
|
|
2023
Q1 | $431K | Hold |
1,911
| – | – | 0.28% | 47 |
|
|
2022
Q4 | $397K | Hold |
1,911
| – | – | 0.3% | 47 |
|
|
2022
Q3 | $339K | Sell |
1,911
-245
| -11% | -$49.9K | 0.24% | 62 |
|
|
2022
Q2 | $424K | Sell |
2,156
-174
| -7% | -$36K | 0.28% | 49 |
|
|
2022
Q1 | $517K | Hold |
2,330
| – | – | 0.28% | 51 |
|
|
2021
Q4 | $505K | Buy |
2,330
+25
| +1% | +$5.37K | 0.29% | 48 |
|
|
2021
Q3 | $513K | Hold |
2,305
| – | – | 0.31% | 48 |
|
|
2021
Q2 | $539K | Buy |
2,305
+220
| +11% | +$50.3K | 0.31% | 52 |
|
|
2021
Q1 | $441K | Sell |
2,085
-100
| -5% | -$21K | 0.32% | 47 |
|
|
2020
Q4 | $478K | Buy |
2,185
+85
| +4% | +$17.4K | 0.42% | 36 |
|
|
2020
Q3 | $420K | Sell |
2,100
-255
| -11% | -$50.9K | 0.39% | 33 |
|
|
2020
Q2 | $455K | Buy |
2,355
+102
| +5% | +$18.6K | 0.45% | 33 |
|
|
2020
Q1 | $363K | Sell |
2,253
-153
| -6% | -$28.8K | 0.24% | 46 |
|
|
2019
Q4 | $452K | Buy |
2,406
+155
| +7% | +$27.9K | 0.27% | 52 |
|
|
2019
Q3 | $387K | Buy |
2,251
+98
| +5% | +$17.5K | 0.18% | 55 |
|
|
2019
Q2 | $374K | Hold |
2,153
| – | – | 0.18% | 59 |
|
|
2019
Q1 | $336K | Hold |
2,153
| – | – | 0.18% | 55 |
|
|
2018
Q4 | $284K | Hold |
2,153
| – | – | 0.17% | 59 |
|
|
2018
Q3 | $323K | Hold |
2,153
| – | – | 0.18% | 56 |
|
|
2018
Q2 | $285K | Hold |
2,153
| – | – | 0.16% | 60 |
|
|
2018
Q1 | $258K | Buy |
2,153
+153
| +8% | +$18.5K | 0.14% | 60 |
|
|
2017
Q4 | $228K | Hold |
2,000
| – | – | 0.14% | 64 |
|
|
2017
Q3 | $210K | Sell |
2,000
-1,920
| -49% | -$195K | 0.15% | 59 |
|
|
2017
Q2 | $368K | Hold |
3,920
| – | – | 0.29% | 42 |
|
|
2017
Q1 | $348K | Buy |
+3,920
| New | +$337K | 0.32% | 38 |
|
Other funds holding V
VCM
VPM
