One 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 | $2.27M | Sell |
6,382
-1,716
| -21% | -$609K | 0.32% | 61 |
|
|
2025
Q1 | $2.84M | Buy |
8,098
+42
| +0.5% | +$14.7K | 0.42% | 46 |
|
|
2024
Q4 | $2.55M | Buy |
8,056
+228
| +3% | +$72.1K | 0.38% | 49 |
|
|
2024
Q3 | $2.15M | Sell |
7,828
-7
| -0.1% | -$1.93K | 0.33% | 46 |
|
|
2024
Q2 | $2.04M | Buy |
7,835
+401
| +5% | +$104K | 0.44% | 35 |
|
|
2024
Q1 | $2.07M | Buy |
7,434
+1,773
| +31% | +$495K | 0.36% | 47 |
|
|
2023
Q4 | $1.47M | Buy |
5,661
+498
| +10% | +$130K | 0.28% | 56 |
|
|
2023
Q3 | $1.19M | Sell |
5,163
-1
| -0% | -$230 | 0.26% | 57 |
|
|
2023
Q2 | $1.23M | Buy |
5,164
+37
| +0.7% | +$8.79K | 0.26% | 56 |
|
|
2023
Q1 | $1.16M | Buy |
5,127
+1,155
| +29% | +$260K | 0.27% | 55 |
|
|
2022
Q4 | $825K | Sell |
3,972
-3,032
| -43% | -$630K | 0.19% | 77 |
|
|
2022
Q3 | $1.24M | Buy |
7,004
+1,962
| +39% | +$348K | 0.41% | 42 |
|
|
2022
Q2 | $993K | Sell |
5,042
-751
| -13% | -$148K | 0.27% | 56 |
|
|
2022
Q1 | $1.29M | Buy |
5,793
+594
| +11% | +$132K | 0.31% | 49 |
|
|
2021
Q4 | $1.13M | Buy |
5,199
+1,957
| +60% | +$424K | 0.29% | 50 |
|
|
2021
Q3 | $722K | Buy |
3,242
+1
| +0% | +$223 | 0.21% | 62 |
|
|
2021
Q2 | $758K | Buy |
3,241
+771
| +31% | +$180K | 0.24% | 58 |
|
|
2021
Q1 | $523K | Buy |
2,470
+68
| +3% | +$14.4K | 0.2% | 62 |
|
|
2020
Q4 | $525K | Buy |
+2,402
| New | +$525K | 0.29% | 37 |
|
|
2020
Q3 | – | Sell |
-3,261
| Closed | -$630K | – | 101 |
|
|
2020
Q2 | $630K | Sell |
3,261
-223
| -6% | -$43.1K | 0.5% | 14 |
|
|
2020
Q1 | $561K | Sell |
3,484
-451
| -11% | -$72.6K | 0.56% | 20 |
|
|
2019
Q4 | $739K | Sell |
3,935
-107
| -3% | -$20.1K | 0.55% | 20 |
|
|
2019
Q3 | $695K | Buy |
4,042
+2,069
| +105% | +$356K | 0.61% | 13 |
|
|
2019
Q2 | $342K | Hold |
1,973
| – | – | 0.28% | 59 |
|
|
2019
Q1 | $308K | Hold |
1,973
| – | – | 0.25% | 72 |
|
|
2018
Q4 | $260K | Sell |
1,973
-147
| -7% | -$19.4K | 0.26% | 66 |
|
|
2018
Q3 | $318K | Hold |
2,120
| – | – | 0.24% | 78 |
|
|
2018
Q2 | $281K | Hold |
2,120
| – | – | 0.22% | 85 |
|
|
2018
Q1 | $254K | Hold |
2,120
| – | – | 0.22% | 88 |
|
|
2017
Q4 | $241K | Buy |
+2,120
| New | +$241K | 0.2% | 86 |
|