OA
Operose Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Hold |
2,210
| – | – | 0.22% | 57 |
|
|
2025
Q1 | $775K | Sell |
2,210
-37
| -2% | -$13K | 0.26% | 59 |
|
|
2024
Q4 | $710K | Sell |
2,247
-4,124
| -65% | -$1.3M | 0.24% | 59 |
|
|
2024
Q3 | $1.75M | Sell |
6,371
-623
| -9% | -$171K | 0.57% | 24 |
|
|
2024
Q2 | $1.84M | Buy |
6,994
+258
| +4% | +$67.7K | 0.65% | 19 |
|
|
2024
Q1 | $1.88M | Buy |
6,736
+635
| +10% | +$177K | 0.64% | 17 |
|
|
2023
Q4 | $1.59M | Sell |
6,101
-20
| -0.3% | -$5.21K | 0.64% | 19 |
|
|
2023
Q3 | $1.41M | Sell |
6,121
-19
| -0.3% | -$4.37K | 0.56% | 21 |
|
|
2023
Q2 | $1.46M | Buy |
6,140
+87
| +1% | +$20.7K | 0.66% | 19 |
|
|
2023
Q1 | $1.36M | Buy |
6,053
+236
| +4% | +$53.2K | 0.68% | 18 |
|
|
2022
Q4 | $1.21M | Hold |
5,817
| – | – | 0.65% | 19 |
|
|
2022
Q3 | $1.03M | Buy |
5,817
+5,600
| +2,581% | +$994K | 0.68% | 22 |
|
|
2022
Q2 | $43K | Hold |
217
| – | – | 0.03% | 151 |
|
|
2022
Q1 | $48K | Buy |
217
+125
| +136% | +$27.7K | 0.03% | 150 |
|
|
2021
Q4 | $20K | Buy |
+92
| New | +$20K | 0.02% | 211 |
|