OWA
Octavia Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
5,511
-114
| -2% | -$40.5K | 0.22% | 45 |
|
|
2025
Q1 | $1.97M | Buy |
5,625
+8
| +0.1% | +$2.8K | 0.24% | 46 |
|
|
2024
Q4 | $1.78M | Sell |
5,617
-74
| -1% | -$23.4K | 0.22% | 51 |
|
|
2024
Q3 | $1.56M | Buy |
5,691
+21
| +0.4% | +$5.77K | 0.19% | 56 |
|
|
2024
Q2 | $1.49M | Sell |
5,670
-143
| -2% | -$37.5K | 0.2% | 54 |
|
|
2024
Q1 | $1.62M | Sell |
5,813
-444
| -7% | -$124K | 0.24% | 49 |
|
|
2023
Q4 | $1.63M | Sell |
6,257
-5
| -0.1% | -$1.3K | 0.29% | 46 |
|
|
2023
Q3 | $1.44M | Buy |
6,262
+571
| +10% | +$131K | 0.29% | 48 |
|
|
2023
Q2 | $1.35M | Sell |
5,691
-428
| -7% | -$102K | 0.27% | 45 |
|
|
2023
Q1 | $1.38M | Buy |
6,119
+164
| +3% | +$37K | 0.31% | 44 |
|
|
2022
Q4 | $1.24M | Sell |
5,955
-71
| -1% | -$14.8K | 0.31% | 52 |
|
|
2022
Q3 | $1.07M | Buy |
6,026
+131
| +2% | +$23.3K | 0.29% | 58 |
|
|
2022
Q2 | $1.16M | Buy |
5,895
+73
| +1% | +$14.4K | 0.3% | 58 |
|
|
2022
Q1 | $1.29M | Sell |
5,822
-183
| -3% | -$40.6K | 0.29% | 53 |
|
|
2021
Q4 | $1.3M | Buy |
6,005
+1,160
| +24% | +$251K | 0.28% | 55 |
|
|
2021
Q3 | $1.08M | Sell |
4,845
-1,276
| -21% | -$284K | 0.28% | 59 |
|
|
2021
Q2 | $1.43M | Buy |
6,121
+426
| +7% | +$99.6K | 0.38% | 52 |
|
|
2021
Q1 | $1.21M | Buy |
5,695
+472
| +9% | +$100K | 0.36% | 57 |
|
|
2020
Q4 | $1.14M | Buy |
+5,223
| New | +$1.14M | 0.37% | 57 |
|