Northern 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 | $2.11M | Buy |
5,936
+91
| +2% | +$32.3K | 1.58% | 17 |
|
|
2025
Q1 | $2.05M | Sell |
5,845
-86
| -1% | -$30.1K | 1.69% | 13 |
|
|
2024
Q4 | $1.87M | Sell |
5,931
-632
| -10% | -$200K | 1.5% | 17 |
|
|
2024
Q3 | $1.8M | Sell |
6,563
-108
| -2% | -$29.7K | 1.37% | 22 |
|
|
2024
Q2 | $1.75M | Buy |
6,671
+40
| +0.6% | +$10.5K | 1.4% | 18 |
|
|
2024
Q1 | $1.85M | Buy |
6,631
+74
| +1% | +$20.7K | 1.44% | 16 |
|
|
2023
Q4 | $1.71M | Buy |
6,557
+507
| +8% | +$132K | 1.44% | 15 |
|
|
2023
Q3 | $1.39M | Sell |
6,050
-70
| -1% | -$16.1K | 1.27% | 15 |
|
|
2023
Q2 | $1.45M | Buy |
6,120
+104
| +2% | +$24.7K | 1.28% | 16 |
|
|
2023
Q1 | $1.36M | Sell |
6,016
-117
| -2% | -$26.4K | 1.28% | 14 |
|
|
2022
Q4 | $1.27M | Buy |
+6,133
| New | +$1.27M | 1.44% | 16 |
|