Motive Wealth 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 | $680K | Buy |
1,916
+216
| +13% | +$76.7K | 0.31% | 37 |
|
|
2025
Q1 | $596K | Hold |
1,700
| – | – | 0.32% | 37 |
|
|
2024
Q4 | $537K | Buy |
1,700
+160
| +10% | +$50.6K | 0.29% | 39 |
|
|
2024
Q3 | $404K | Hold |
1,540
| – | – | 0.24% | 43 |
|
|
2024
Q2 | $404K | Sell |
1,540
-4
| -0.3% | -$1.05K | 0.24% | 43 |
|
|
2024
Q1 | $431K | Buy |
1,544
+660
| +75% | +$184K | 0.26% | 42 |
|
|
2023
Q4 | $230K | Sell |
884
-318
| -26% | -$82.8K | 0.27% | 41 |
|
|
2023
Q3 | $276K | Sell |
1,202
-97
| -7% | -$22.3K | 0.3% | 37 |
|
|
2023
Q2 | $308K | Sell |
1,299
-3
| -0.2% | -$712 | 0.32% | 41 |
|
|
2023
Q1 | $294K | Sell |
1,302
-14
| -1% | -$3.16K | 0.32% | 40 |
|
|
2022
Q4 | $273K | Sell |
1,316
-5
| -0.4% | -$1.04K | 0.21% | 52 |
|
|
2022
Q3 | $235K | Buy |
+1,321
| New | +$235K | 0.19% | 49 |
|