FFWA
FRG Family Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Sell |
25,628
-235
| -0.9% | -$83.4K | 1.58% | 15 |
|
|
2025
Q1 | $9.06M | Sell |
25,863
-150
| -0.6% | -$52.6K | 1.75% | 16 |
|
|
2024
Q4 | $8.22M | Sell |
26,013
-140
| -0.5% | -$44.2K | 1.49% | 17 |
|
|
2024
Q3 | $7.19M | Sell |
26,153
-70
| -0.3% | -$19.2K | 1.29% | 18 |
|
|
2024
Q2 | $6.77M | Sell |
26,223
-1
| -0% | -$258 | 1.31% | 18 |
|
|
2024
Q1 | $7.04M | Sell |
26,224
-480
| -2% | -$129K | 1.38% | 17 |
|
|
2023
Q4 | $6.95M | Sell |
26,704
-87
| -0.3% | -$22.7K | 1.41% | 20 |
|
|
2023
Q3 | $6.16M | Sell |
26,791
-335
| -1% | -$77.1K | 1.39% | 21 |
|
|
2023
Q2 | $6.44M | Sell |
27,126
-175
| -0.6% | -$41.6K | 1.41% | 21 |
|
|
2023
Q1 | $6.16M | Sell |
27,301
-1,195
| -4% | -$269K | 1.41% | 22 |
|
|
2022
Q4 | $5.92M | Sell |
28,496
-715
| -2% | -$149K | 1.41% | 23 |
|
|
2022
Q3 | $5.19M | Buy |
29,211
+12
| +0% | +$2.13K | 1.28% | 25 |
|
|
2022
Q2 | $5.75M | Buy |
29,199
+130
| +0.4% | +$25.6K | 1.33% | 23 |
|
|
2022
Q1 | $6.45M | Buy |
29,069
+240
| +0.8% | +$53.2K | 1.25% | 22 |
|
|
2021
Q4 | $6.25M | Sell |
28,829
-767
| -3% | -$166K | 1.17% | 25 |
|
|
2021
Q3 | $6.59M | Sell |
29,596
-325
| -1% | -$72.4K | 1.3% | 25 |
|
|
2021
Q2 | $7M | Buy |
29,921
+268
| +0.9% | +$62.7K | 1.33% | 22 |
|
|
2021
Q1 | $6.28M | Buy |
29,653
+295
| +1% | +$62.5K | 1.28% | 21 |
|
|
2020
Q4 | $6.42M | Sell |
29,358
-50
| -0.2% | -$10.9K | 1.4% | 20 |
|
|
2020
Q3 | $5.88M | Buy |
29,408
+1,015
| +4% | +$203K | 1.43% | 21 |
|
|
2020
Q2 | $5.49M | Sell |
28,393
-70
| -0.2% | -$13.5K | 1.45% | 20 |
|
|
2020
Q1 | $4.59M | Buy |
28,463
+2,090
| +8% | +$337K | 1.39% | 22 |
|
|
2019
Q4 | $4.96M | Buy |
26,373
+385
| +1% | +$72.3K | 1.2% | 26 |
|
|
2019
Q3 | $4.47M | Buy |
25,988
+410
| +2% | +$70.5K | 1.15% | 26 |
|
|
2019
Q2 | $4.44M | Buy |
25,578
+120
| +0.5% | +$20.8K | 1.17% | 27 |
|
|
2019
Q1 | $3.98M | Buy |
25,458
+1,345
| +6% | +$210K | 1.13% | 28 |
|
|
2018
Q4 | $3.18M | Buy |
24,113
+1,415
| +6% | +$187K | 1.04% | 29 |
|
|
2018
Q3 | $3.41M | Buy |
22,698
+4,835
| +27% | +$726K | 0.93% | 34 |
|
|
2018
Q2 | $2.37M | Buy |
17,863
+3,640
| +26% | +$482K | 0.71% | 44 |
|
|
2018
Q1 | $1.7M | Buy |
14,223
+2,330
| +20% | +$279K | 0.56% | 58 |
|
|
2017
Q4 | $1.36M | Buy |
11,893
+450
| +4% | +$51.3K | 0.44% | 69 |
|
|
2017
Q3 | $1.2M | Buy |
11,443
+1,425
| +14% | +$150K | 0.42% | 75 |
|
|
2017
Q2 | $939K | Buy |
10,018
+1,740
| +21% | +$163K | 0.35% | 78 |
|
|
2017
Q1 | $737K | Buy |
8,278
+2,590
| +46% | +$231K | 0.29% | 87 |
|
|
2016
Q4 | $444K | Buy |
5,688
+2,750
| +94% | +$215K | 0.19% | 99 |
|
|
2016
Q3 | $243K | Buy |
+2,938
| New | +$243K | 0.11% | 117 |
|