FVWA
Foster Victor Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
30,383
+893
| +3% | +$319K | 0.74% | 61 |
|
|
2025
Q1 | $9.83M | Sell |
29,490
-1,913
| -6% | -$638K | 0.79% | 58 |
|
|
2024
Q4 | $10M | Buy |
31,403
+1,380
| +5% | +$441K | 0.77% | 62 |
|
|
2024
Q3 | $8.31M | Buy |
30,023
+6,095
| +25% | +$1.69M | 0.67% | 66 |
|
|
2024
Q2 | $6.44M | Buy |
+23,928
| New | +$6.44M | 0.54% | 74 |
|
|
2023
Q2 | – | Sell |
-901
| Closed | -$205K | – | 170 |
|
|
2023
Q1 | $205K | Buy |
+901
| New | +$205K | 0.02% | 155 |
|
|
2021
Q3 | – | Sell |
-905
| Closed | -$212K | – | 150 |
|
|
2021
Q2 | $212K | Sell |
905
-168
| -16% | -$39.4K | 0.04% | 133 |
|
|
2021
Q1 | $237K | Sell |
1,073
-53
| -5% | -$11.7K | 0.04% | 127 |
|
|
2020
Q4 | $246K | Sell |
1,126
-194
| -15% | -$42.4K | 0.06% | 124 |
|
|
2020
Q3 | $264K | Buy |
1,320
+115
| +10% | +$23K | 0.07% | 112 |
|
|
2020
Q2 | $233K | Sell |
1,205
-394
| -25% | -$76.2K | 0.08% | 106 |
|
|
2020
Q1 | $257K | Hold |
1,599
| – | – | 0.11% | 84 |
|
|
2019
Q4 | $307K | Buy |
1,599
+1
| +0.1% | +$192 | 0.13% | 86 |
|
|
2019
Q3 | $279K | Hold |
1,598
| – | – | 0.16% | 76 |
|
|
2019
Q2 | $281K | Buy |
1,598
+1
| +0.1% | +$176 | 0.21% | 75 |
|
|
2019
Q1 | $249K | Buy |
1,597
+201
| +14% | +$31.3K | 0.19% | 78 |
|
|
2018
Q4 | $184K | Buy |
+1,396
| New | +$184K | 0.17% | 77 |
|