PFA
Pathway Financial Advisers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
4,645
+164
| +4% | +$58.2K | 0.53% | 67 |
|
|
2025
Q1 | $1.57M | Buy |
4,481
+340
| +8% | +$119K | 0.54% | 62 |
|
|
2024
Q4 | $1.31M | Buy |
4,141
+112
| +3% | +$35.4K | 0.44% | 73 |
|
|
2024
Q3 | $1.11M | Buy |
4,029
+33
| +0.8% | +$9.07K | 0.5% | 62 |
|
|
2024
Q2 | $1.04M | Buy |
3,996
+149
| +4% | +$38.7K | 0.37% | 84 |
|
|
2024
Q1 | $1.07M | Sell |
3,847
-54
| -1% | -$15.1K | 0.39% | 79 |
|
|
2023
Q4 | $1.02M | Sell |
3,901
-53
| -1% | -$13.8K | 0.39% | 79 |
|
|
2023
Q3 | $910K | Buy |
+3,954
| New | +$910K | 0.38% | 77 |
|
|
2023
Q1 | $868K | Buy |
3,846
+258
| +7% | +$58.2K | 0.35% | 83 |
|
|
2022
Q4 | $746K | Buy |
+3,588
| New | +$746K | 0.3% | 90 |
|