OWA
Outlook Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
4,439
-23
| -0.5% | -$8.17K | 0.41% | 50 |
|
|
2025
Q1 | $1.56M | Sell |
4,462
-29
| -0.6% | -$10.2K | 0.44% | 45 |
|
|
2024
Q4 | $1.42M | Buy |
4,491
+273
| +6% | +$86.3K | 0.41% | 48 |
|
|
2024
Q3 | $1.16M | Buy |
4,218
+19
| +0.5% | +$5.22K | 0.33% | 57 |
|
|
2024
Q2 | $1.1M | Buy |
4,199
+7
| +0.2% | +$1.84K | 0.34% | 57 |
|
|
2024
Q1 | $1.17M | Sell |
4,192
-266
| -6% | -$74.2K | 0.36% | 56 |
|
|
2023
Q4 | $1.16M | Sell |
4,458
-288
| -6% | -$75K | 0.41% | 52 |
|
|
2023
Q3 | $1.09M | Buy |
4,746
+85
| +2% | +$19.6K | 0.42% | 52 |
|
|
2023
Q2 | $1.11M | Buy |
4,661
+352
| +8% | +$83.6K | 0.42% | 49 |
|
|
2023
Q1 | $972K | Sell |
4,309
-54
| -1% | -$12.2K | 0.43% | 53 |
|
|
2022
Q4 | $906K | Sell |
4,363
-26
| -0.6% | -$5.4K | 0.43% | 56 |
|
|
2022
Q3 | $780K | Buy |
4,389
+1
| +0% | +$178 | 0.35% | 64 |
|
|
2022
Q2 | $863K | Buy |
4,388
+61
| +1% | +$12K | 0.35% | 71 |
|
|
2022
Q1 | $959K | Buy |
4,327
+29
| +0.7% | +$6.43K | 0.32% | 72 |
|
|
2021
Q4 | $931K | Sell |
4,298
-153
| -3% | -$33.1K | 0.27% | 83 |
|
|
2021
Q3 | $991K | Buy |
4,451
+187
| +4% | +$41.6K | 0.32% | 75 |
|
|
2021
Q2 | $997K | Buy |
4,264
+1,259
| +42% | +$294K | 0.32% | 80 |
|
|
2021
Q1 | $636K | Sell |
3,005
-591
| -16% | -$125K | 0.22% | 114 |
|
|
2020
Q4 | $787K | Buy |
3,596
+10
| +0.3% | +$2.19K | 0.29% | 84 |
|
|
2020
Q3 | $717K | Sell |
3,586
-29
| -0.8% | -$5.8K | 0.29% | 75 |
|
|
2020
Q2 | $698K | Buy |
3,615
+108
| +3% | +$20.9K | 0.3% | 73 |
|
|
2020
Q1 | $565K | Buy |
3,507
+1,304
| +59% | +$210K | 0.32% | 68 |
|
|
2019
Q4 | $408K | Sell |
2,203
-337
| -13% | -$62.4K | 0.23% | 91 |
|
|
2019
Q3 | $437K | Sell |
2,540
-29
| -1% | -$4.99K | 0.26% | 88 |
|
|
2019
Q2 | $446K | Buy |
2,569
+232
| +10% | +$40.3K | 0.29% | 85 |
|
|
2019
Q1 | $365K | Buy |
2,337
+1,892
| +425% | +$295K | 0.3% | 86 |
|
|
2018
Q4 | $588K | Buy |
+445
| New | +$588K | 0.27% | 91 |
|