Paladin Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
1,827
| – | – | 0.5% | 40 |
|
|
2025
Q1 | $640K | Hold |
1,827
| – | – | 0.51% | 42 |
|
|
2024
Q4 | $577K | Hold |
1,827
| – | – | 0.44% | 45 |
|
|
2024
Q3 | $502K | Hold |
1,827
| – | – | 0.37% | 50 |
|
|
2024
Q2 | $481K | Hold |
1,827
| – | – | 0.38% | 51 |
|
|
2024
Q1 | $508K | Hold |
1,827
| – | – | 0.4% | 47 |
|
|
2023
Q4 | $476K | Hold |
1,827
| – | – | 0.39% | 49 |
|
|
2023
Q3 | $420K | Hold |
1,827
| – | – | 0.35% | 54 |
|
|
2023
Q2 | $434K | Hold |
1,827
| – | – | 0.35% | 56 |
|
|
2023
Q1 | $412K | Buy |
+1,827
| New | +$412K | 0.34% | 57 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 229 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 234 |
|
|
2022
Q2 | – | Sell |
-1,827
| Closed | -$413K | – | 234 |
|
|
2022
Q1 | $413K | Buy |
+1,827
| New | +$413K | 0.34% | 56 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 230 |
|