McClarren 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 | – | Sell |
-1,205
| Closed | -$104K | – | 285 |
|
|
2025
Q1 | $104K | Buy |
1,205
+1,041
| +635% | +$89.8K | 0.07% | 102 |
|
|
2024
Q4 | $51K | Sell |
164
-264
| -62% | -$82.1K | 0.14% | 81 |
|
|
2024
Q3 | $4 | Sell |
428
-621
| -59% | -$6 | ﹤0.01% | 213 |
|
|
2024
Q2 | $42K | Buy |
1,049
+895
| +581% | +$35.8K | 0.03% | 157 |
|
|
2024
Q1 | $43K | Buy |
154
+1
| +0.7% | +$279 | 0.03% | 154 |
|
|
2023
Q4 | $40K | Buy |
153
+1
| +0.7% | +$261 | 0.03% | 178 |
|
|
2023
Q3 | $35K | Hold |
152
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $36K | Sell |
152
-1
| -0.7% | -$237 | 0.03% | 176 |
|
|
2023
Q1 | $32K | Hold |
153
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $31K | Buy |
153
+4
| +3% | +$810 | 0.03% | 181 |
|
|
2022
Q3 | $26K | Buy |
+149
| New | +$26K | 0.03% | 176 |
|
|
2022
Q2 | – | Sell |
-148
| Closed | -$33K | – | 261 |
|
|
2022
Q1 | $33K | Sell |
148
-3
| -2% | -$669 | 0.02% | 148 |
|
|
2021
Q4 | $33K | Buy |
151
+3
| +2% | +$656 | 0.02% | 166 |
|
|
2021
Q3 | $33K | Buy |
148
+47
| +47% | +$10.5K | 0.03% | 142 |
|
|
2021
Q2 | $23K | Hold |
101
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $21K | Buy |
101
+1
| +1% | +$208 | 0.02% | 154 |
|
|
2020
Q4 | $22K | Buy |
+100
| New | +$22K | 0.02% | 136 |
|