FIA
Foundations Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
70,790
+10,770
| +18% | +$3.82M | 0.4% | 63 |
|
|
2025
Q1 | $21M | Buy |
60,020
+2,302
| +4% | +$807K | 0.39% | 66 |
|
|
2024
Q4 | $18.2M | Buy |
57,718
+7,724
| +15% | +$2.44M | 0.35% | 67 |
|
|
2024
Q3 | $13.7M | Buy |
49,994
+6,605
| +15% | +$1.82M | 0.29% | 78 |
|
|
2024
Q2 | $11.4M | Buy |
43,389
+1,434
| +3% | +$376K | 0.28% | 79 |
|
|
2024
Q1 | $11.7M | Buy |
41,955
+2,621
| +7% | +$731K | 0.31% | 69 |
|
|
2023
Q4 | $10.9M | Buy |
39,334
+6,472
| +20% | +$1.79M | 0.29% | 67 |
|
|
2023
Q3 | $7.56M | Buy |
32,862
+4,737
| +17% | +$1.09M | 0.23% | 83 |
|
|
2023
Q2 | $6.68M | Buy |
28,125
+11,780
| +72% | +$2.8M | 0.22% | 74 |
|
|
2023
Q1 | $3.69M | Buy |
16,345
+1,064
| +7% | +$240K | 0.13% | 106 |
|
|
2022
Q4 | $3.17M | Sell |
15,281
-2,744
| -15% | -$570K | 0.13% | 92 |
|
|
2022
Q3 | $3.2M | Sell |
18,025
-642
| -3% | -$114K | 0.14% | 67 |
|
|
2022
Q2 | $3.75M | Buy |
18,667
+205
| +1% | +$41.2K | 0.16% | 71 |
|
|
2022
Q1 | $3.93M | Buy |
18,462
+609
| +3% | +$130K | 0.15% | 57 |
|
|
2021
Q4 | $3.85M | Buy |
17,853
+1,856
| +12% | +$400K | 0.14% | 58 |
|
|
2021
Q3 | $3.59M | Buy |
15,997
+1,499
| +10% | +$336K | 0.16% | 54 |
|
|
2021
Q2 | $3.46M | Buy |
14,498
+1,988
| +16% | +$474K | 0.17% | 56 |
|
|
2021
Q1 | $2.74M | Buy |
12,510
+3,400
| +37% | +$746K | 0.16% | 54 |
|
|
2020
Q4 | $1.96M | Buy |
9,110
+1,929
| +27% | +$416K | 0.13% | 53 |
|
|
2020
Q3 | $1.45M | Buy |
7,181
+738
| +11% | +$149K | 0.32% | 50 |
|
|
2020
Q2 | $1.26M | Buy |
6,443
+693
| +12% | +$136K | 0.11% | 61 |
|
|
2020
Q1 | $880K | Buy |
5,750
+161
| +3% | +$24.6K | 0.1% | 49 |
|
|
2019
Q4 | $1.06M | Sell |
5,589
-1,007
| -15% | -$190K | 0.13% | 70 |
|
|
2019
Q3 | $1.14M | Buy |
6,596
+861
| +15% | +$149K | 0.15% | 56 |
|
|
2019
Q2 | $1.01M | Buy |
5,735
+119
| +2% | +$21K | 0.15% | 52 |
|
|
2019
Q1 | $877K | Buy |
5,616
+354
| +7% | +$55.3K | 0.15% | 41 |
|
|
2018
Q4 | $750K | Sell |
5,262
-808
| -13% | -$115K | 0.16% | 44 |
|
|
2018
Q3 | $911K | Sell |
6,070
-329
| -5% | -$49.4K | 0.22% | 47 |
|
|
2018
Q2 | $848K | Buy |
+6,399
| New | +$848K | 0.23% | 37 |
|