FGA
Fortis Group Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.62M | Sell |
13,361
-462
| -3% | -$160K | 0.84% | 31 |
|
2025
Q1 | $4.84M | Sell |
13,823
-340
| -2% | -$119K | 0.94% | 34 |
|
2024
Q4 | $4.48M | Buy |
14,163
+334
| +2% | +$106K | 0.83% | 37 |
|
2024
Q3 | $3.8M | Sell |
13,829
-6,201
| -31% | -$1.7M | 0.7% | 44 |
|
2024
Q2 | $5.26M | Sell |
20,030
-11,294
| -36% | -$2.96M | 1.04% | 33 |
|
2024
Q1 | $8.74M | Buy |
31,324
+6,186
| +25% | +$1.73M | 1.61% | 16 |
|
2023
Q4 | $5.7M | Buy |
25,138
+471
| +2% | +$107K | 1.41% | 13 |
|
2023
Q3 | $5.56M | Sell |
24,667
-165
| -0.7% | -$37.2K | 1.71% | 12 |
|
2023
Q2 | $5.9M | Buy |
24,832
+612
| +3% | +$145K | 1.57% | 18 |
|
2023
Q1 | $5.64M | Buy |
+24,220
| New | +$5.64M | 1.7% | 12 |
|
2020
Q3 | $9.15M | Buy |
+45,764
| New | +$9.15M | 1.77% | 15 |
|