HFA
HC Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.9M | Sell |
29,938
-795
| -3% | -$157K | 3.95% | 2 |
|
|
2022
Q1 | $6.82M | Buy |
30,733
+931
| +3% | +$206K | 4.06% | 2 |
|
|
2021
Q4 | $6.46M | Buy |
29,802
+1,509
| +5% | +$327K | 3.59% | 3 |
|
|
2021
Q3 | $6.3M | Buy |
28,293
+2,672
| +10% | +$595K | 3.78% | 4 |
|
|
2021
Q2 | $5.99M | Sell |
25,621
-1,062
| -4% | -$248K | 3.49% | 4 |
|
|
2021
Q1 | $5.65M | Sell |
26,683
-593
| -2% | -$126K | 3.44% | 3 |
|
|
2020
Q4 | $5.97M | Buy |
27,276
+326
| +1% | +$71.3K | 3.82% | 3 |
|
|
2020
Q3 | $5.39M | Sell |
26,950
-599
| -2% | -$120K | 3.86% | 4 |
|
|
2020
Q2 | $5.32M | Sell |
27,549
-264
| -0.9% | -$51K | 4.16% | 4 |
|
|
2020
Q1 | $4.48M | Buy |
27,813
+881
| +3% | +$142K | 4% | 3 |
|
|
2019
Q4 | $5.06M | Buy |
26,932
+211
| +0.8% | +$39.6K | 3.98% | 3 |
|
|
2019
Q3 | $4.6M | Buy |
26,721
+255
| +1% | +$43.9K | 3.94% | 2 |
|
|
2019
Q2 | $4.59M | Buy |
26,466
+451
| +2% | +$78.3K | 4.58% | 2 |
|
|
2019
Q1 | $4.06M | Buy |
26,015
+86
| +0.3% | +$13.4K | 4.26% | 4 |
|
|
2018
Q4 | $3.42M | Buy |
25,929
+165
| +0.6% | +$21.8K | 7.63% | 4 |
|
|
2018
Q3 | $3.87M | Buy |
25,764
+141
| +0.6% | +$21.2K | 3.42% | 4 |
|
|
2018
Q2 | $3.39M | Buy |
25,623
+276
| +1% | +$36.6K | 3.31% | 5 |
|
|
2018
Q1 | $3.03M | Buy |
25,347
+749
| +3% | +$89.6K | 2.99% | 6 |
|
|
2017
Q4 | $2.81M | Buy |
+24,598
| New | +$2.81M | 2.71% | 6 |
|