OWA
ORBA Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
620
-1,488
| -71% | -$528K | 0.2% | 68 |
|
|
2025
Q1 | $739K | Sell |
2,108
-33
| -2% | -$11.6K | 0.37% | 51 |
|
|
2024
Q4 | $677K | Sell |
2,141
-110
| -5% | -$34.8K | 0.35% | 51 |
|
|
2024
Q3 | $619K | Sell |
2,251
-87
| -4% | -$23.9K | 0.31% | 53 |
|
|
2024
Q2 | $614K | Buy |
2,338
+622
| +36% | +$163K | 0.32% | 48 |
|
|
2024
Q1 | $479K | Hold |
1,716
| – | – | 0.27% | 60 |
|
|
2023
Q4 | $447K | Buy |
+1,716
| New | +$447K | 0.27% | 58 |
|