Guerra Pan Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Hold |
7,036
| – | – | 1.65% | 19 |
|
|
2025
Q1 | $2.47M | Hold |
7,036
| – | – | 1.93% | 16 |
|
|
2024
Q4 | $2.22M | Hold |
7,036
| – | – | 1.61% | 17 |
|
|
2024
Q3 | $1.93M | Hold |
7,036
| – | – | 1.55% | 20 |
|
|
2024
Q2 | $1.85M | Buy |
7,036
+199
| +3% | +$52.2K | 1.55% | 19 |
|
|
2024
Q1 | $1.91M | Hold |
6,837
| – | – | 1.76% | 17 |
|
|
2023
Q4 | $1.78M | Buy |
6,837
+492
| +8% | +$128K | 1.7% | 17 |
|
|
2023
Q3 | $1.46M | Buy |
6,345
+78
| +1% | +$17.9K | 1.68% | 15 |
|
|
2023
Q2 | $1.49M | Buy |
6,267
+14
| +0.2% | +$3.33K | 1.65% | 16 |
|
|
2023
Q1 | $1.41M | Buy |
6,253
+35
| +0.6% | +$7.89K | 1.77% | 16 |
|
|
2022
Q4 | $1.29M | Hold |
6,218
| – | – | 1.77% | 16 |
|
|
2022
Q3 | $1.14M | Hold |
6,218
| – | – | 1.67% | 14 |
|
|
2022
Q2 | $1.32M | Hold |
6,218
| – | – | 1.63% | 15 |
|
|
2022
Q1 | $1.33M | Hold |
6,218
| – | – | 1.61% | 15 |
|
|
2021
Q4 | $1.35M | Buy |
+6,218
| New | +$1.35M | 1.34% | 23 |
|