HCR Wealth 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 | $11.3M | Sell |
31,923
-200
| -0.6% | -$71K | 1.33% | 15 |
|
|
2025
Q1 | $11.3M | Sell |
32,123
-312
| -1% | -$109K | 1.47% | 13 |
|
|
2024
Q4 | $10.3M | Buy |
32,435
+130
| +0.4% | +$41.1K | 1.28% | 15 |
|
|
2024
Q3 | $8.88M | Buy |
32,305
+617
| +2% | +$170K | 1.16% | 15 |
|
|
2024
Q2 | $8.32M | Sell |
31,688
-71
| -0.2% | -$18.6K | 1.19% | 14 |
|
|
2024
Q1 | $8.86M | Sell |
31,759
-159
| -0.5% | -$44.4K | 1.34% | 12 |
|
|
2023
Q4 | $8.31M | Buy |
31,918
+6,030
| +23% | +$1.57M | 1.31% | 12 |
|
|
2023
Q3 | $5.95M | Sell |
25,888
-3,642
| -12% | -$838K | 1.31% | 11 |
|
|
2023
Q2 | $7.01M | Sell |
29,530
-939
| -3% | -$223K | 1.3% | 12 |
|
|
2023
Q1 | $6.87M | Sell |
30,469
-680
| -2% | -$153K | 1.36% | 12 |
|
|
2022
Q4 | $6.47M | Sell |
31,149
-1,381
| -4% | -$287K | 1.36% | 12 |
|
|
2022
Q3 | $5.78M | Sell |
32,530
-636
| -2% | -$113K | 1.23% | 14 |
|
|
2022
Q2 | $6.53M | Sell |
33,166
-2,217
| -6% | -$437K | 1.31% | 11 |
|
|
2022
Q1 | $7.85M | Sell |
35,383
-860
| -2% | -$191K | 1.28% | 11 |
|
|
2021
Q4 | $7.85M | Sell |
36,243
-541
| -1% | -$117K | 1.22% | 9 |
|
|
2021
Q3 | $8.19M | Buy |
36,784
+626
| +2% | +$139K | 1.37% | 10 |
|
|
2021
Q2 | $8.46M | Buy |
36,158
+525
| +1% | +$123K | 1.47% | 10 |
|
|
2021
Q1 | $7.55M | Sell |
35,633
-3,201
| -8% | -$678K | 1.49% | 9 |
|
|
2020
Q4 | $8.49M | Buy |
38,834
+380
| +1% | +$83.1K | 1.78% | 7 |
|
|
2020
Q3 | $7.66M | Buy |
38,454
+84
| +0.2% | +$16.7K | 1.75% | 9 |
|
|
2020
Q2 | $7.43M | Sell |
38,370
-646
| -2% | -$125K | 1.74% | 10 |
|
|
2020
Q1 | $6.29M | Sell |
39,016
-1,245
| -3% | -$201K | 1.8% | 10 |
|
|
2019
Q4 | $7.57M | Buy |
40,261
+532
| +1% | +$100K | 1.84% | 9 |
|
|
2019
Q3 | $6.85M | Buy |
39,729
+358
| +0.9% | +$61.7K | 2.27% | 6 |
|
|
2019
Q2 | $6.83M | Buy |
39,371
+2,273
| +6% | +$394K | 1.94% | 8 |
|
|
2019
Q1 | $5.87M | Sell |
37,098
-3,829
| -9% | -$606K | 1.69% | 12 |
|
|
2018
Q4 | $5.4M | Buy |
40,927
+26
| +0.1% | +$3.43K | 1.74% | 7 |
|
|
2018
Q3 | $5.73M | Buy |
40,901
+1,015
| +3% | +$142K | 1.86% | 7 |
|
|
2018
Q2 | $5.31M | Buy |
39,886
+115
| +0.3% | +$15.3K | 1.74% | 7 |
|
|
2018
Q1 | $4.76M | Sell |
39,771
-440
| -1% | -$52.6K | 1.65% | 8 |
|
|
2017
Q4 | $4.59M | Buy |
40,211
+307
| +0.8% | +$35K | 1.6% | 10 |
|
|
2017
Q3 | $4.2M | Buy |
39,904
+434
| +1% | +$45.7K | 1.77% | 9 |
|
|
2017
Q2 | $3.7M | Buy |
39,470
+514
| +1% | +$48.2K | 1.83% | 8 |
|
|
2017
Q1 | $3.46M | Buy |
38,956
+615
| +2% | +$54.7K | 1.77% | 10 |
|
|
2016
Q4 | $2.99M | Buy |
+38,341
| New | +$2.99M | 1.58% | 13 |
|