Highland Financial 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 | $327K | Hold |
921
| – | – | 0.11% | 42 |
|
|
2025
Q1 | $323K | Sell |
921
-715
| -44% | -$251K | 0.12% | 43 |
|
|
2024
Q4 | $517K | Buy |
1,636
+687
| +72% | +$217K | 0.18% | 34 |
|
|
2024
Q3 | $261K | Hold |
949
| – | – | 0.09% | 41 |
|
|
2024
Q2 | $249K | Buy |
949
+28
| +3% | +$7.35K | 0.09% | 51 |
|
|
2024
Q1 | $257K | Hold |
921
| – | – | 0.1% | 44 |
|
|
2023
Q4 | $240K | Sell |
921
-3
| -0.3% | -$782 | 0.1% | 51 |
|
|
2023
Q3 | $213K | Sell |
924
-29
| -3% | -$6.69K | 0.11% | 41 |
|
|
2023
Q2 | $226K | Hold |
953
| – | – | 0.12% | 41 |
|
|
2023
Q1 | $215K | Buy |
+953
| New | +$215K | 0.12% | 43 |
|