JAG
Journey Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.75M | Buy |
21,842
+927
| +4% | +$329K | 0.6% | 39 |
|
|
2025
Q1 | $7.33M | Buy |
20,915
+404
| +2% | +$142K | 0.6% | 40 |
|
|
2024
Q4 | $5.38M | Hold |
20,511
| – | – | 0.64% | 44 |
|
|
2024
Q3 | $5.38M | Sell |
20,511
-175
| -0.8% | -$45.9K | 0.64% | 44 |
|
|
2024
Q2 | $5.43M | Buy |
20,686
+186
| +0.9% | +$48.8K | 0.65% | 43 |
|
|
2024
Q1 | $5.72M | Buy |
20,500
+3,058
| +18% | +$853K | 0.71% | 38 |
|
|
2023
Q4 | $4.54M | Sell |
17,442
-219
| -1% | -$57K | 0.62% | 46 |
|
|
2023
Q3 | $4.06M | Buy |
17,661
+63
| +0.4% | +$14.5K | 0.61% | 47 |
|
|
2023
Q2 | $4.18M | Sell |
17,598
-1,258
| -7% | -$299K | 0.62% | 49 |
|
|
2023
Q1 | $4.25M | Sell |
18,856
-4,109
| -18% | -$926K | 0.67% | 43 |
|
|
2022
Q4 | $4.77M | Buy |
22,965
+4,697
| +26% | +$976K | 1.19% | 20 |
|
|
2022
Q3 | $3.25M | Buy |
18,268
+1,400
| +8% | +$249K | 0.83% | 26 |
|
|
2022
Q2 | $3.57M | Sell |
16,868
-860
| -5% | -$182K | 0.82% | 27 |
|
|
2022
Q1 | $3.93M | Sell |
17,728
-4
| -0% | -$887 | 1% | 23 |
|
|
2021
Q4 | $3.84M | Sell |
17,732
-104
| -0.6% | -$22.5K | 1.06% | 22 |
|
|
2021
Q3 | $3.97M | Buy |
17,836
+218
| +1% | +$48.6K | 1.29% | 16 |
|
|
2021
Q2 | $4.12M | Buy |
17,618
+945
| +6% | +$221K | 1.31% | 15 |
|
|
2021
Q1 | $3.53M | Buy |
16,673
+172
| +1% | +$36.4K | 1.23% | 17 |
|
|
2020
Q4 | $3.61M | Buy |
+16,501
| New | +$3.61M | 1.35% | 17 |
|