HNWAG
High Net Worth Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
1,396
-20
| -1% | -$7.1K | 0.13% | 131 |
|
|
2025
Q1 | $496K | Sell |
1,416
-20
| -1% | -$7.01K | 0.14% | 126 |
|
|
2024
Q4 | $454K | Hold |
1,436
| – | – | 0.13% | 133 |
|
|
2024
Q3 | $395K | Hold |
1,436
| – | – | 0.11% | 146 |
|
|
2024
Q2 | $377K | Hold |
1,436
| – | – | 0.11% | 138 |
|
|
2024
Q1 | $401K | Sell |
1,436
-20
| -1% | -$5.58K | 0.13% | 134 |
|
|
2023
Q4 | $379K | Hold |
1,456
| – | – | 0.14% | 129 |
|
|
2023
Q3 | $335K | Buy |
1,456
+200
| +16% | +$46K | 0.13% | 129 |
|
|
2023
Q2 | $298K | Sell |
1,256
-100
| -7% | -$23.7K | 0.12% | 141 |
|
|
2023
Q1 | $306K | Hold |
1,356
| – | – | 0.12% | 142 |
|
|
2022
Q4 | $282K | Sell |
1,356
-50
| -4% | -$10.4K | 0.11% | 149 |
|
|
2022
Q3 | $250K | Sell |
1,406
-475
| -25% | -$84.5K | 0.11% | 159 |
|
|
2022
Q2 | $370K | Sell |
1,881
-111
| -6% | -$21.8K | 0.15% | 125 |
|
|
2022
Q1 | $442K | Sell |
1,992
-141
| -7% | -$31.3K | 0.16% | 117 |
|
|
2021
Q4 | $462K | Buy |
+2,133
| New | +$462K | 0.16% | 118 |
|