Northstar Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
1,690
+9
| +0.5% | +$3.2K | 0.29% | 63 |
|
|
2025
Q1 | $589K | Buy |
1,681
+166
| +11% | +$58.2K | 0.38% | 59 |
|
|
2024
Q4 | $479K | Buy |
1,515
+485
| +47% | +$153K | 0.24% | 69 |
|
|
2024
Q3 | $283K | Buy |
1,030
+10
| +1% | +$2.75K | 0.15% | 85 |
|
|
2024
Q2 | $268K | Buy |
1,020
+2
| +0.2% | +$525 | 0.15% | 83 |
|
|
2024
Q1 | $284K | Sell |
1,018
-9
| -0.9% | -$2.51K | 0.17% | 78 |
|
|
2023
Q4 | $267K | Buy |
1,027
+1
| +0.1% | +$260 | 0.16% | 79 |
|
|
2023
Q3 | $236K | Buy |
+1,026
| New | +$236K | 0.17% | 79 |
|
|
2022
Q2 | – | Sell |
-986
| Closed | -$219K | – | 104 |
|
|
2022
Q1 | $219K | Buy |
+986
| New | +$219K | 0.14% | 99 |
|
|
2021
Q3 | – | Sell |
-7,977
| Closed | -$1.87M | – | 128 |
|
|
2021
Q2 | $1.87M | Buy |
7,977
+6,506
| +442% | +$1.52M | 1.17% | 23 |
|
|
2021
Q1 | $311K | Sell |
1,471
-7,284
| -83% | -$1.54M | 0.24% | 78 |
|
|
2020
Q4 | $1.92M | Buy |
+8,755
| New | +$1.92M | 1.61% | 16 |
|