Interactive Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-288
| Closed | -$59.8K | – | 156 |
|
|
2022
Q4 | $59.8K | Hold |
288
| – | – | 0.04% | 118 |
|
|
2022
Q3 | $51K | Hold |
288
| – | – | 0.03% | 121 |
|
|
2022
Q2 | $57K | Hold |
288
| – | – | 0.03% | 107 |
|
|
2022
Q1 | $64K | Hold |
288
| – | – | 0.03% | 117 |
|
|
2021
Q4 | $62K | Hold |
288
| – | – | 0.02% | 120 |
|
|
2021
Q3 | $64K | Hold |
288
| – | – | 0.03% | 116 |
|
|
2021
Q2 | $67K | Hold |
288
| – | – | 0.03% | 115 |
|
|
2021
Q1 | $61K | Hold |
288
| – | – | 0.03% | 118 |
|
|
2020
Q4 | $63K | Hold |
288
| – | – | 0.03% | 105 |
|
|
2020
Q3 | $58K | Hold |
288
| – | – | 0.03% | 101 |
|
|
2020
Q2 | $56K | Sell |
288
-6
| -2% | -$1.1K | 0.03% | 101 |
|
|
2020
Q1 | $47K | Hold |
294
| – | – | 0.04% | 72 |
|
|
2019
Q4 | $55K | Hold |
294
| – | – | 0.02% | 112 |
|
|
2019
Q3 | $51K | Hold |
294
| – | – | 0.02% | 98 |
|
|
2019
Q2 | $51K | Hold |
294
| – | – | 0.02% | 104 |
|
|
2019
Q1 | $46K | Hold |
294
| – | – | 0.02% | 93 |
|
|
2018
Q4 | $39K | Hold |
294
| – | – | 0.02% | 71 |
|
|
2018
Q3 | $44K | Hold |
294
| – | – | 0.02% | 92 |
|
|
2018
Q2 | $39K | Hold |
294
| – | – | 0.02% | 91 |
|
|
2018
Q1 | $35K | Hold |
294
| – | – | 0.02% | 94 |
|
|
2017
Q4 | $34K | Hold |
294
| – | – | 0.02% | 97 |
|
|
2017
Q3 | $31K | Hold |
294
| – | – | 0.01% | 85 |
|
|
2017
Q2 | $28K | Sell |
294
-46
| -14% | -$4.27K | 0.01% | 85 |
|
|
2017
Q1 | $30K | Hold |
340
| – | – | 0.01% | 89 |
|
|
2016
Q4 | $27K | Hold |
340
| – | – | 0.01% | 90 |
|
|
2016
Q3 | $28K | Hold |
340
| – | – | 0.01% | 84 |
|
|
2016
Q2 | $25K | Hold |
340
| – | – | 0.01% | 71 |
|
|
2016
Q1 | $26K | Hold |
340
| – | – | 0.02% | 67 |
|
|
2015
Q4 | $26K | Hold |
340
| – | – | 0.02% | 73 |
|
|
2015
Q3 | $24K | Hold |
340
| – | – | 0.01% | 67 |
|
|
2015
Q2 | $23K | Hold |
340
| – | – | 0.01% | 79 |
|
|
2015
Q1 | $22K | Hold |
340
| – | – | 0.01% | 87 |
|
|
2014
Q4 | $22K | Hold |
340
| – | – | 0.01% | 76 |
|
|
2014
Q3 | $18K | Hold |
340
| – | – | 0.01% | 77 |
|
|
2014
Q2 | $18K | Hold |
340
| – | – | 0.01% | 73 |
|
|
2014
Q1 | $18K | Hold |
340
| – | – | 0.01% | 64 |
|
|
2013
Q4 | $19K | Hold |
340
| – | – | 0.01% | 60 |
|
|
2013
Q3 | $16K | Hold |
340
| – | – | 0.01% | 59 |
|
|
2013
Q2 | $16K | Buy |
+340
| New | +$14.9K | 0.01% | 48 |
|
Other funds holding V
Interactive Financial Advisors's V Position: Q1 2023 in Review
Interactive Financial Advisors sold out of Visa (V) in Q1 2023, closing a stake of 288 shares — an estimated $59.8K sold.
Interactive Financial Advisors first reported a position in V in Q2 2013 and held it in 39 quarters. The position peaked at $67K in Q2 2021. 3,435 funds tracked by Wall St. Rank hold V as of Q1 2023.
- Interactive Financial Advisors reported no remaining Visa position as of Q1 2023 after selling out during the quarter.
- Interactive Financial Advisors sold 288 Visa shares in Q1 2023, an estimated $59.8K.
- Interactive Financial Advisors first reported a position in Visa in Q2 2013 and held it in 39 quarters.
- Interactive Financial Advisors's Visa position peaked at $67K in Q2 2021.
- 3,435 funds tracked by Wall St. Rank held Visa as of Q1 2023.
Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.