JFA
Johanson Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.64M | Sell |
26,008
-193
| -0.7% | -$41.8K | 1.73% | 17 |
|
|
2021
Q3 | $5.84M | Sell |
26,201
-261
| -1% | -$58.1K | 2.01% | 14 |
|
|
2021
Q2 | $6.58M | Buy |
26,462
+86
| +0.3% | +$21.4K | 2.22% | 12 |
|
|
2021
Q1 | $5.86M | Sell |
26,376
-176
| -0.7% | -$39.1K | 2.14% | 14 |
|
|
2020
Q4 | $5.81M | Sell |
26,552
-2
| -0% | -$437 | 2.34% | 10 |
|
|
2020
Q3 | $5.41M | Buy |
26,554
+51
| +0.2% | +$10.4K | 2.42% | 11 |
|
|
2020
Q2 | $5.12M | Sell |
26,503
-717
| -3% | -$139K | 2.56% | 12 |
|
|
2020
Q1 | $4.39M | Sell |
27,220
-5,158,066
| -99% | -$831M | 2.52% | 12 |
|
|
2019
Q4 | $27.6M | Buy |
5,185,286
+5,157,354
| +18,464% | +$27.4M | 1.31% | 18 |
|
|
2019
Q3 | $4.81M | Sell |
27,932
-612
| -2% | -$105K | 2.5% | 15 |
|
|
2019
Q2 | $4.95M | Sell |
28,544
-359
| -1% | -$62.3K | 2.63% | 12 |
|
|
2019
Q1 | $4.51M | Sell |
28,903
-362
| -1% | -$56.5K | 2.53% | 13 |
|
|
2018
Q4 | $3.86M | Buy |
29,265
+418
| +1% | +$55.1K | 2.6% | 14 |
|
|
2018
Q3 | $4.33M | Sell |
28,847
-127
| -0.4% | -$19.1K | 2.51% | 14 |
|
|
2018
Q2 | $3.84M | Buy |
28,974
+106
| +0.4% | +$14K | 2.43% | 15 |
|
|
2018
Q1 | $3.45M | Buy |
28,868
+169
| +0.6% | +$20.2K | 2.29% | 16 |
|
|
2017
Q4 | $3.28M | Sell |
28,699
-138
| -0.5% | -$15.8K | 2.17% | 15 |
|
|
2017
Q3 | $3.04M | Buy |
28,837
+963
| +3% | +$101K | 2.22% | 15 |
|
|
2017
Q2 | $2.61M | Buy |
27,874
+222
| +0.8% | +$20.8K | 2.13% | 15 |
|
|
2017
Q1 | $2.46M | Buy |
+27,652
| New | +$2.46M | 2.16% | 14 |
|
|
2016
Q4 | – | Sell |
-29,099
| Closed | -$2.41M | – | 60 |
|
|
2016
Q3 | $2.41M | Sell |
29,099
-2,030
| -7% | -$168K | 2.59% | 11 |
|
|
2016
Q2 | $2.3M | Buy |
31,129
+1,285
| +4% | +$95K | 2.71% | 11 |
|
|
2016
Q1 | $2.29M | Buy |
29,844
+2,434
| +9% | +$187K | 2.82% | 11 |
|
|
2015
Q4 | $2.13M | Buy |
+27,410
| New | +$2.13M | 2.78% | 11 |
|