Heritage 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 | $7.16M | Sell |
20,160
-26
| -0.1% | -$9.23K | 0.34% | 37 |
|
|
2025
Q1 | $7.07M | Sell |
20,186
-27
| -0.1% | -$9.46K | 0.36% | 35 |
|
|
2024
Q4 | $6.39M | Buy |
20,213
+95
| +0.5% | +$30K | 0.32% | 36 |
|
|
2024
Q3 | $5.53M | Buy |
20,118
+373
| +2% | +$103K | 0.26% | 41 |
|
|
2024
Q2 | $5.18M | Sell |
19,745
-255
| -1% | -$66.9K | 0.23% | 43 |
|
|
2024
Q1 | $5.58M | Sell |
20,000
-70
| -0.3% | -$19.5K | 0.25% | 42 |
|
|
2023
Q4 | $5.23M | Sell |
20,070
-1,774
| -8% | -$462K | 0.26% | 40 |
|
|
2023
Q3 | $5.02M | Buy |
21,844
+142
| +0.7% | +$32.7K | 0.27% | 37 |
|
|
2023
Q2 | $5.15M | Sell |
21,702
-53
| -0.2% | -$12.6K | 0.27% | 36 |
|
|
2023
Q1 | $4.9M | Buy |
21,755
+376
| +2% | +$84.8K | 0.27% | 36 |
|
|
2022
Q4 | $4.44M | Buy |
21,379
+252
| +1% | +$52.4K | 0.26% | 39 |
|
|
2022
Q3 | $3.75M | Sell |
21,127
-84
| -0.4% | -$14.9K | 0.27% | 39 |
|
|
2022
Q2 | $4.18M | Sell |
21,211
-46
| -0.2% | -$9.06K | 0.29% | 38 |
|
|
2022
Q1 | $4.71M | Buy |
21,257
+53
| +0.2% | +$11.8K | 0.26% | 42 |
|
|
2021
Q4 | $4.6M | Buy |
21,204
+880
| +4% | +$191K | 0.25% | 40 |
|
|
2021
Q3 | $4.53M | Hold |
20,324
| – | – | 0.28% | 41 |
|
|
2021
Q2 | $4.75M | Sell |
20,324
-9,776
| -32% | -$2.29M | 0.29% | 40 |
|
|
2021
Q1 | $6.37M | Sell |
30,100
-19,910
| -40% | -$4.22M | 0.38% | 37 |
|
|
2020
Q4 | $10.9M | Buy |
50,010
+36,888
| +281% | +$8.07M | 0.68% | 25 |
|
|
2020
Q3 | $2.62M | Hold |
13,122
| – | – | 0.34% | 38 |
|
|
2020
Q2 | $2.53M | Buy |
13,122
+935
| +8% | +$181K | 0.35% | 37 |
|
|
2020
Q1 | $1.96M | Hold |
12,187
| – | – | 0.35% | 40 |
|
|
2019
Q4 | $2.29M | Buy |
12,187
+40
| +0.3% | +$7.52K | 0.3% | 36 |
|
|
2019
Q3 | $2.09M | Sell |
12,147
-1,156
| -9% | -$199K | 0.31% | 36 |
|
|
2019
Q2 | $2.31M | Buy |
13,303
+3,360
| +34% | +$583K | 0.35% | 35 |
|
|
2019
Q1 | $1.55M | Hold |
9,943
| – | – | 0.26% | 39 |
|
|
2018
Q4 | $1.31M | Sell |
9,943
-80
| -0.8% | -$10.5K | 0.26% | 47 |
|
|
2018
Q3 | $1.5M | Sell |
10,023
-250
| -2% | -$37.5K | 0.29% | 42 |
|
|
2018
Q2 | $1.36M | Hold |
10,273
| – | – | 0.51% | 42 |
|
|
2018
Q1 | $1.23M | Sell |
10,273
-300
| -3% | -$35.9K | 0.51% | 40 |
|
|
2017
Q4 | $1.2M | Buy |
10,573
+776
| +8% | +$88.4K | 0.52% | 41 |
|
|
2017
Q3 | $1.03M | Buy |
9,797
+945
| +11% | +$99.5K | 0.52% | 43 |
|
|
2017
Q2 | $829K | Buy |
8,852
+2,752
| +45% | +$258K | 0.43% | 48 |
|
|
2017
Q1 | $541K | Buy |
6,100
+286
| +5% | +$25.4K | 0.29% | 57 |
|
|
2016
Q4 | $454K | Buy |
5,814
+366
| +7% | +$28.6K | 0.3% | 49 |
|
|
2016
Q3 | $449K | Buy |
5,448
+1,488
| +38% | +$123K | 0.31% | 47 |
|
|
2016
Q2 | $295K | Buy |
+3,960
| New | +$295K | 0.2% | 69 |
|