JFS 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 | $1.76M | Sell |
4,949
-62
| -1% | -$22K | 0.11% | 110 |
|
|
2025
Q1 | $1.76M | Sell |
5,011
-309
| -6% | -$108K | 0.12% | 104 |
|
|
2024
Q4 | $1.68M | Sell |
5,320
-21
| -0.4% | -$6.64K | 0.11% | 102 |
|
|
2024
Q3 | $1.47M | Buy |
5,341
+3,164
| +145% | +$870K | 0.1% | 118 |
|
|
2024
Q2 | $571K | Sell |
2,177
-126
| -5% | -$33.1K | 0.05% | 148 |
|
|
2024
Q1 | $643K | Buy |
2,303
+76
| +3% | +$21.2K | 0.05% | 142 |
|
|
2023
Q4 | $580K | Buy |
2,227
+108
| +5% | +$28.1K | 0.05% | 139 |
|
|
2023
Q3 | $487K | Buy |
2,119
+1,145
| +118% | +$263K | 0.05% | 150 |
|
|
2023
Q2 | $231K | Hold |
974
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $220K | Sell |
974
-20
| -2% | -$4.51K | 0.02% | 208 |
|
|
2022
Q4 | $207K | Sell |
994
-79
| -7% | -$16.4K | 0.02% | 213 |
|
|
2022
Q3 | $191K | Sell |
1,073
-169
| -14% | -$30.1K | 0.02% | 217 |
|
|
2022
Q2 | $245K | Buy |
1,242
+53
| +4% | +$10.5K | 0.03% | 191 |
|
|
2022
Q1 | $264K | Buy |
1,189
+124
| +12% | +$27.5K | 0.02% | 202 |
|
|
2021
Q4 | $231K | Sell |
1,065
-583
| -35% | -$126K | 0.02% | 212 |
|
|
2021
Q3 | $367K | Buy |
1,648
+1,559
| +1,752% | +$347K | 0.04% | 170 |
|
|
2021
Q2 | $21K | Buy |
89
+17
| +24% | +$4.01K | ﹤0.01% | 363 |
|
|
2021
Q1 | $15K | Sell |
72
-422
| -85% | -$87.9K | ﹤0.01% | 381 |
|
|
2020
Q4 | $108K | Buy |
494
+62
| +14% | +$13.6K | 0.02% | 187 |
|
|
2020
Q3 | $86K | Hold |
432
| – | – | 0.02% | 189 |
|
|
2020
Q2 | $83K | Buy |
432
+60
| +16% | +$11.5K | 0.02% | 194 |
|
|
2020
Q1 | $60K | Buy |
372
+269
| +261% | +$43.4K | 0.02% | 208 |
|
|
2019
Q4 | $19K | Sell |
103
-247
| -71% | -$45.6K | ﹤0.01% | 312 |
|
|
2019
Q3 | $60K | Buy |
350
+52
| +17% | +$8.91K | 0.02% | 224 |
|
|
2019
Q2 | $52K | Hold |
298
| – | – | 0.01% | 237 |
|
|
2019
Q1 | $47K | Hold |
298
| – | – | 0.01% | 228 |
|
|
2018
Q4 | $39K | Hold |
298
| – | – | 0.01% | 240 |
|
|
2018
Q3 | $45K | Hold |
298
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $39K | Sell |
298
-96
| -24% | -$12.6K | 0.01% | 256 |
|
|
2018
Q1 | $47K | Sell |
394
-52
| -12% | -$6.2K | 0.01% | 250 |
|
|
2017
Q4 | $51K | Buy |
446
+147
| +49% | +$16.8K | 0.01% | 252 |
|
|
2017
Q3 | $31K | Hold |
299
| – | – | 0.01% | 283 |
|
|
2017
Q2 | $28K | Sell |
299
-300
| -50% | -$28.1K | 0.01% | 269 |
|
|
2017
Q1 | $47K | Hold |
599
| – | – | 0.01% | 225 |
|
|
2016
Q4 | $47K | Sell |
599
-153
| -20% | -$12K | 0.01% | 225 |
|
|
2016
Q3 | $62K | Hold |
752
| – | – | 0.02% | 220 |
|
|
2016
Q2 | $56K | Sell |
752
-61
| -8% | -$4.54K | 0.02% | 244 |
|
|
2016
Q1 | $62K | Sell |
813
-239
| -23% | -$18.2K | 0.02% | 215 |
|
|
2015
Q4 | $82K | Buy |
1,052
+600
| +133% | +$46.8K | 0.02% | 197 |
|
|
2015
Q3 | $31K | Sell |
452
-2,835
| -86% | -$194K | 0.01% | 244 |
|
|
2015
Q2 | $221K | Buy |
3,287
+2,779
| +547% | +$187K | 0.11% | 85 |
|
|
2015
Q1 | $33K | Buy |
508
+4
| +0.8% | +$260 | 0.02% | 222 |
|
|
2014
Q4 | $33K | Hold |
504
| – | – | 0.01% | 232 |
|
|
2014
Q3 | $27K | Sell |
504
-20
| -4% | -$1.07K | ﹤0.01% | 237 |
|
|
2014
Q2 | $28K | Buy |
+524
| New | +$28K | 0.01% | 234 |
|