Laraway Financial 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 | $870K | Hold |
2,450
| – | – | 0.66% | 41 |
|
|
2025
Q1 | $859K | Sell |
2,450
-50
| -2% | -$17.5K | 0.68% | 40 |
|
|
2024
Q4 | $790K | Hold |
2,500
| – | – | 0.61% | 42 |
|
|
2024
Q3 | $687K | Hold |
2,500
| – | – | 0.55% | 52 |
|
|
2024
Q2 | $656K | Hold |
2,500
| – | – | 0.56% | 51 |
|
|
2024
Q1 | $698K | Hold |
2,500
| – | – | 0.62% | 50 |
|
|
2023
Q4 | $651K | Hold |
2,500
| – | – | 0.62% | 52 |
|
|
2023
Q3 | $575K | Hold |
2,500
| – | – | 0.6% | 54 |
|
|
2023
Q2 | $594K | Sell |
2,500
-200
| -7% | -$47.5K | 0.59% | 52 |
|
|
2023
Q1 | $609K | Sell |
2,700
-250
| -8% | -$56.4K | 0.62% | 53 |
|
|
2022
Q4 | $613K | Hold |
2,950
| – | – | 0.64% | 50 |
|
|
2022
Q3 | $524K | Sell |
2,950
-10
| -0.3% | -$1.78K | 0.59% | 53 |
|
|
2022
Q2 | $582K | Sell |
2,960
-190
| -6% | -$37.4K | 0.62% | 51 |
|
|
2022
Q1 | $699K | Hold |
3,150
| – | – | 0.64% | 49 |
|
|
2021
Q4 | $683K | Buy |
+3,150
| New | +$683K | 0.61% | 55 |
|