Laurel Wealth Advisors (California)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.26M | Buy |
20,487
+512
| +3% | +$106K | 0.42% | 58 |
|
|
2022
Q3 | $3.55M | Sell |
19,975
-2,106
| -10% | -$374K | 0.38% | 68 |
|
|
2022
Q2 | $4.35M | Sell |
22,081
-944
| -4% | -$186K | 0.44% | 54 |
|
|
2022
Q1 | $5.11M | Sell |
23,025
-338
| -1% | -$75K | 0.42% | 51 |
|
|
2021
Q4 | $5.06M | Buy |
23,363
+16,441
| +238% | +$3.56M | 0.39% | 57 |
|
|
2021
Q3 | $1.54M | Sell |
6,922
-1,979
| -22% | -$441K | 0.28% | 74 |
|
|
2021
Q2 | $2.08M | Buy |
8,901
+900
| +11% | +$211K | 0.27% | 93 |
|
|
2021
Q1 | $1.69M | Buy |
8,001
+561
| +8% | +$119K | 0.26% | 91 |
|
|
2020
Q4 | $1.63M | Sell |
7,440
-124
| -2% | -$27.1K | 0.24% | 97 |
|
|
2020
Q3 | $1.51M | Buy |
7,564
+17
| +0.2% | +$3.4K | 0.25% | 95 |
|
|
2020
Q2 | $1.46M | Buy |
7,547
+235
| +3% | +$45.4K | 0.27% | 95 |
|
|
2020
Q1 | $1.18M | Sell |
7,312
-502
| -6% | -$80.9K | 0.27% | 102 |
|
|
2019
Q4 | $1.47M | Sell |
7,814
-993
| -11% | -$187K | 0.25% | 106 |
|
|
2019
Q3 | $1.52M | Buy |
8,807
+1,377
| +19% | +$237K | 0.26% | 101 |
|
|
2019
Q2 | $1.29M | Buy |
7,430
+249
| +3% | +$43.2K | 0.28% | 96 |
|
|
2019
Q1 | $1.12M | Buy |
7,181
+767
| +12% | +$120K | 0.28% | 97 |
|
|
2018
Q4 | $846K | Sell |
6,414
-467
| -7% | -$61.6K | 0.25% | 102 |
|
|
2018
Q3 | $1.04M | Sell |
6,881
-87
| -1% | -$13.2K | 0.26% | 99 |
|
|
2018
Q2 | $922K | Buy |
6,968
+272
| +4% | +$36K | 0.25% | 104 |
|
|
2018
Q1 | $801K | Buy |
6,696
+18
| +0.3% | +$2.15K | 0.25% | 105 |
|
|
2017
Q4 | $761K | Buy |
6,678
+1,079
| +19% | +$123K | 0.22% | 108 |
|
|
2017
Q3 | $589K | Buy |
5,599
+46
| +0.8% | +$4.84K | 0.2% | 118 |
|
|
2017
Q2 | $520K | Sell |
5,553
-96
| -2% | -$8.99K | 0.18% | 134 |
|
|
2017
Q1 | $502K | Buy |
5,649
+1,499
| +36% | +$133K | 0.19% | 131 |
|
|
2016
Q4 | $323K | Sell |
4,150
-1,594
| -28% | -$124K | 0.14% | 168 |
|
|
2016
Q3 | $475K | Sell |
5,744
-206
| -3% | -$17K | 0.22% | 111 |
|
|
2016
Q2 | $441K | Buy |
5,950
+1,557
| +35% | +$115K | 0.21% | 119 |
|
|
2016
Q1 | $336K | Sell |
4,393
-2,148
| -33% | -$164K | 0.17% | 153 |
|
|
2015
Q4 | $507K | Buy |
+6,541
| New | +$507K | 0.26% | 108 |
|