JNBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $597K | Buy |
1,975
+36
| +2% | +$11.6K | 0.05% | 133 |
|
|
2025
Q4 | $680K | Buy |
1,939
+63
| +3% | +$21.5K | 0.06% | 127 |
|
|
2025
Q3 | $640K | Hold |
1,876
| – | – | 0.06% | 126 |
|
|
2025
Q2 | $666K | Sell |
1,876
-133
| -7% | -$46.4K | 0.06% | 120 |
|
|
2025
Q1 | $704K | Buy |
2,009
+1
| +0% | +$338 | 0.07% | 111 |
|
|
2024
Q4 | $635K | Sell |
2,008
-75
| -4% | -$22.6K | 0.06% | 115 |
|
|
2024
Q3 | $573K | Sell |
2,083
-900
| -30% | -$243K | 0.06% | 123 |
|
|
2024
Q2 | $783K | Sell |
2,983
-437
| -13% | -$120K | 0.08% | 105 |
|
|
2024
Q1 | $954K | Sell |
3,420
-55
| -2% | -$15.2K | 0.1% | 100 |
|
|
2023
Q4 | $905K | Sell |
3,475
-10
| -0.3% | -$2.46K | 0.1% | 99 |
|
|
2023
Q3 | $802K | Sell |
3,485
-25
| -0.7% | -$6.01K | 0.1% | 108 |
|
|
2023
Q2 | $834K | Sell |
3,510
-171
| -5% | -$39.1K | 0.1% | 108 |
|
|
2023
Q1 | $830K | Sell |
3,681
-22
| -0.6% | -$4.9K | 0.11% | 107 |
|
|
2022
Q4 | $769K | Sell |
3,703
-1,000
| -21% | -$202K | 0.11% | 110 |
|
|
2022
Q3 | $835K | Sell |
4,703
-42
| -0.9% | -$8.55K | 0.13% | 95 |
|
|
2022
Q2 | $934K | Sell |
4,745
-203
| -4% | -$42K | 0.14% | 91 |
|
|
2022
Q1 | $1.1M | Sell |
4,948
-134
| -3% | -$29K | 0.15% | 89 |
|
|
2021
Q4 | $1.1M | Sell |
5,082
-21
| -0.4% | -$4.51K | 0.13% | 91 |
|
|
2021
Q3 | $1.14M | Sell |
5,103
-348
| -6% | -$81.6K | 0.15% | 89 |
|
|
2021
Q2 | $1.27M | Hold |
5,451
| – | – | 0.17% | 79 |
|
|
2021
Q1 | $1.15M | Sell |
5,451
-261
| -5% | -$54.9K | 0.17% | 82 |
|
|
2020
Q4 | $1.25M | Buy |
5,712
+108
| +2% | +$22.1K | 0.21% | 72 |
|
|
2020
Q3 | $1.12M | Buy |
5,604
+30
| +0.5% | +$5.99K | 0.23% | 70 |
|
|
2020
Q2 | $1.08M | Sell |
5,574
-400
| -7% | -$73.1K | 0.23% | 71 |
|
|
2020
Q1 | $963K | Sell |
5,974
-462
| -7% | -$87K | 0.23% | 70 |
|
|
2019
Q4 | $1.21M | Buy |
6,436
+170
| +3% | +$30.6K | 0.23% | 65 |
|
|
2019
Q3 | $1.08M | Sell |
6,266
-235
| -4% | -$41.9K | 0.22% | 68 |
|
|
2019
Q2 | $1.13M | Buy |
6,501
+172
| +3% | +$28.2K | 0.23% | 63 |
|
|
2019
Q1 | $989K | Buy |
6,329
+3,089
| +95% | +$445K | 0.21% | 65 |
|
|
2018
Q4 | $427K | Buy |
3,240
+3,145
| +3,311% | +$434K | 0.1% | 94 |
|
|
2018
Q3 | $14K | Sell |
95
-4,770
| -98% | -$678K | 0.01% | 345 |
|
|
2018
Q2 | $644K | Buy |
4,865
+10
| +0.2% | +$1.29K | 0.14% | 78 |
|
|
2018
Q1 | $581K | Sell |
4,855
-100
| -2% | -$12.1K | 0.12% | 80 |
|
|
2017
Q4 | $565K | Hold |
4,955
| – | – | 0.12% | 76 |
|
|
2017
Q3 | $521K | Hold |
4,955
| – | – | 0.12% | 73 |
|
|
2017
Q2 | $465K | Hold |
4,955
| – | – | 0.11% | 80 |
|
|
2017
Q1 | $440K | Sell |
4,955
-94
| -2% | -$8.09K | 0.1% | 79 |
|
|
2016
Q4 | $394K | Sell |
5,049
-754
| -13% | -$60.6K | 0.1% | 82 |
|
|
2016
Q3 | $480K | Buy |
5,803
+1,532
| +36% | +$123K | 0.07% | 101 |
|
|
2016
Q2 | $317K | Buy |
4,271
+2,950
| +223% | +$231K | 0.09% | 85 |
|
|
2016
Q1 | $101K | Buy |
1,321
+525
| +66% | +$38.1K | 0.04% | 148 |
|
|
2015
Q4 | $62K | Hold |
796
| – | – | 0.02% | 175 |
|
|
2015
Q3 | $55K | Hold |
796
| – | – | 0.02% | 177 |
|
|
2015
Q2 | $53K | Hold |
796
| – | – | 0.02% | 182 |
|
|
2015
Q1 | $52K | Hold |
796
| – | – | 0.02% | 187 |
|
|
2014
Q4 | $52K | Hold |
796
| – | – | 0.02% | 189 |
|
|
2014
Q3 | $42K | Buy |
796
+416
| +109% | +$22.4K | 0.02% | 207 |
|
|
2014
Q2 | $20K | Buy |
380
+140
| +58% | +$7.32K | 0.01% | 275 |
|
|
2014
Q1 | $13K | Hold |
240
| – | – | 0.01% | 303 |
|
|
2013
Q4 | $13K | Hold |
240
| – | – | 0.01% | 295 |
|
|
2013
Q3 | $11K | Hold |
240
| – | – | 0.01% | 298 |
|
|
2013
Q2 | $11K | Buy |
+240
| New | +$10.5K | 0.01% | 255 |
|
Other funds holding V
VCM
VPM
