NEWAS
N.E.W. Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,127
-1,107
| -26% | -$393K | 0.11% | 68 |
|
|
2025
Q1 | $1.48M | Buy |
4,234
+1,002
| +31% | +$351K | 0.11% | 72 |
|
|
2024
Q4 | $1.02M | Sell |
3,232
-27
| -0.8% | -$8.53K | 0.1% | 76 |
|
|
2024
Q3 | $896K | Buy |
3,259
+1
| +0% | +$275 | 0.09% | 81 |
|
|
2024
Q2 | $855K | Sell |
3,258
-12
| -0.4% | -$3.15K | 0.09% | 78 |
|
|
2024
Q1 | $913K | Buy |
3,270
+42
| +1% | +$11.7K | 0.1% | 75 |
|
|
2023
Q4 | $841K | Sell |
3,228
-22
| -0.7% | -$5.73K | 0.1% | 76 |
|
|
2023
Q3 | $748K | Sell |
3,250
-156
| -5% | -$35.9K | 0.11% | 78 |
|
|
2023
Q2 | $809K | Sell |
3,406
-262
| -7% | -$62.2K | 0.11% | 67 |
|
|
2023
Q1 | $827K | Sell |
3,668
-180
| -5% | -$40.6K | 0.12% | 64 |
|
|
2022
Q4 | $800K | Buy |
3,848
+50
| +1% | +$10.4K | 0.13% | 64 |
|
|
2022
Q3 | $675K | Sell |
3,798
-38
| -1% | -$6.75K | 0.12% | 66 |
|
|
2022
Q2 | $755K | Buy |
3,836
+112
| +3% | +$22K | 0.13% | 65 |
|
|
2022
Q1 | $788K | Sell |
3,724
-107
| -3% | -$22.6K | 0.15% | 64 |
|
|
2021
Q4 | $830K | Hold |
3,831
| – | – | 0.13% | 65 |
|
|
2021
Q3 | $853K | Buy |
3,831
+121
| +3% | +$26.9K | 0.14% | 62 |
|
|
2021
Q2 | $870K | Sell |
3,710
-14
| -0.4% | -$3.28K | 0.15% | 62 |
|
|
2021
Q1 | $807K | Sell |
3,724
-324
| -8% | -$70.2K | 0.15% | 64 |
|
|
2020
Q4 | $883K | Sell |
4,048
-113
| -3% | -$24.6K | 0.19% | 59 |
|
|
2020
Q3 | $834K | Sell |
4,161
-53
| -1% | -$10.6K | 0.24% | 45 |
|
|
2020
Q2 | $814K | Buy |
+4,214
| New | +$814K | 0.25% | 44 |
|
|
2019
Q4 | $637K | Buy |
+3,385
| New | +$637K | 0.21% | 49 |
|