PFWA
Paces Ferry Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
6,717
-571
| -8% | -$203K | 1.1% | 23 |
|
|
2025
Q1 | $2.55M | Sell |
7,288
-80
| -1% | -$28K | 1.27% | 20 |
|
|
2024
Q4 | $2.33M | Buy |
7,368
+202
| +3% | +$63.8K | 1.13% | 23 |
|
|
2024
Q3 | $1.97M | Sell |
7,166
-55
| -0.8% | -$15.1K | 1.13% | 23 |
|
|
2024
Q2 | $1.9M | Sell |
7,221
-107
| -1% | -$28.1K | 1.14% | 23 |
|
|
2024
Q1 | $2.05M | Sell |
7,328
-167
| -2% | -$46.6K | 1.31% | 20 |
|
|
2023
Q4 | $1.95M | Sell |
7,495
-15
| -0.2% | -$3.91K | 1.36% | 22 |
|
|
2023
Q3 | $1.73M | Sell |
7,510
-53
| -0.7% | -$12.2K | 1.37% | 22 |
|
|
2023
Q2 | $1.8M | Sell |
7,563
-732
| -9% | -$174K | 1.35% | 21 |
|
|
2023
Q1 | $1.87M | Buy |
8,295
+14
| +0.2% | +$3.16K | 1.51% | 20 |
|
|
2022
Q4 | $1.72M | Sell |
8,281
-131
| -2% | -$27.2K | 1.67% | 16 |
|
|
2022
Q3 | $1.49M | Sell |
8,412
-6
| -0.1% | -$1.07K | 1.63% | 16 |
|
|
2022
Q2 | $1.66M | Sell |
8,418
-51
| -0.6% | -$10K | 1.63% | 17 |
|
|
2022
Q1 | $1.88M | Hold |
8,469
| – | – | 1.49% | 21 |
|
|
2021
Q4 | $1.84M | Sell |
8,469
-9
| -0.1% | -$1.95K | 1.32% | 23 |
|
|
2021
Q3 | $1.89M | Sell |
8,478
-204
| -2% | -$45.4K | 1.51% | 20 |
|
|
2021
Q2 | $2.03M | Sell |
8,682
-1
| -0% | -$234 | 1.55% | 19 |
|
|
2021
Q1 | $1.84M | Sell |
8,683
-37
| -0.4% | -$7.84K | 1.6% | 16 |
|
|
2020
Q4 | $1.91M | Sell |
8,720
-318
| -4% | -$69.5K | 1.74% | 16 |
|
|
2020
Q3 | $1.81M | Buy |
+9,038
| New | +$1.81M | 1.57% | 14 |
|