Pacific Capital 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 | $1.08M | Sell |
3,021
-76
| -2% | -$27.1K | 0.2% | 35 |
|
|
2025
Q1 | $1.09M | Hold |
3,097
| – | – | 0.19% | 40 |
|
|
2024
Q4 | $979K | Sell |
3,097
-3
| -0.1% | -$948 | 0.16% | 41 |
|
|
2024
Q3 | $852K | Sell |
3,100
-69
| -2% | -$19K | 0.14% | 42 |
|
|
2024
Q2 | $832K | Buy |
3,169
+328
| +12% | +$86.1K | 0.15% | 39 |
|
|
2024
Q1 | $793K | Buy |
2,841
+28
| +1% | +$7.81K | 0.19% | 40 |
|
|
2023
Q4 | $732K | Hold |
2,813
| – | – | 0.19% | 42 |
|
|
2023
Q3 | $647K | Hold |
2,813
| – | – | 0.18% | 43 |
|
|
2023
Q2 | $668K | Hold |
2,813
| – | – | 0.17% | 45 |
|
|
2023
Q1 | $634K | Sell |
2,813
-253
| -8% | -$57K | 0.16% | 52 |
|
|
2022
Q4 | $637K | Sell |
3,066
-1,455
| -32% | -$302K | 0.16% | 57 |
|
|
2022
Q3 | $803K | Buy |
4,521
+772
| +21% | +$137K | 0.22% | 52 |
|
|
2022
Q2 | $738K | Sell |
3,749
-33
| -0.9% | -$6.5K | 0.2% | 53 |
|
|
2022
Q1 | $839K | Buy |
3,782
+191
| +5% | +$42.4K | 0.24% | 55 |
|
|
2021
Q4 | $778K | Buy |
3,591
+84
| +2% | +$18.2K | 0.22% | 56 |
|
|
2021
Q3 | $781K | Buy |
3,507
+360
| +11% | +$80.2K | 0.25% | 54 |
|
|
2021
Q2 | $736K | Hold |
3,147
| – | – | 0.37% | 50 |
|
|
2021
Q1 | $666K | Sell |
3,147
-230
| -7% | -$48.7K | 0.37% | 47 |
|
|
2020
Q4 | $739K | Hold |
3,377
| – | – | 0.42% | 44 |
|
|
2020
Q3 | $675K | Hold |
3,377
| – | – | 0.4% | 45 |
|
|
2020
Q2 | $652K | Sell |
3,377
-17
| -0.5% | -$3.28K | 0.44% | 39 |
|
|
2020
Q1 | $547K | Sell |
3,394
-75
| -2% | -$12.1K | 0.41% | 41 |
|
|
2019
Q4 | $652K | Buy |
+3,469
| New | +$652K | 0.44% | 39 |
|