PFA
Pathway Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,382
| Closed | -$484K | – | 175 |
|
|
2025
Q1 | $484K | Sell |
1,382
-29
| -2% | -$10.2K | 0.09% | 94 |
|
|
2024
Q4 | $446K | Hold |
1,411
| – | – | 0.1% | 102 |
|
|
2024
Q3 | $388K | Buy |
1,411
+169
| +14% | +$46.5K | 0.1% | 103 |
|
|
2024
Q2 | $326K | Sell |
1,242
-13
| -1% | -$3.41K | 0.09% | 114 |
|
|
2024
Q1 | $350K | Buy |
1,255
+13
| +1% | +$3.63K | 0.09% | 111 |
|
|
2023
Q4 | $323K | Sell |
1,242
-52
| -4% | -$13.5K | 0.09% | 112 |
|
|
2023
Q3 | $298K | Buy |
1,294
+52
| +4% | +$12K | 0.1% | 104 |
|
|
2023
Q2 | $295K | Hold |
1,242
| – | – | 0.1% | 101 |
|
|
2023
Q1 | $280K | Hold |
1,242
| – | – | 0.09% | 100 |
|
|
2022
Q4 | $258K | Hold |
1,242
| – | – | 0.08% | 102 |
|
|
2022
Q3 | $221K | Hold |
1,242
| – | – | 0.08% | 119 |
|
|
2022
Q2 | $245K | Hold |
1,242
| – | – | 0.1% | 116 |
|
|
2022
Q1 | $275K | Hold |
1,242
| – | – | 0.1% | 112 |
|
|
2021
Q4 | $281K | Buy |
+1,242
| New | +$281K | 0.1% | 106 |
|
|
2021
Q1 | $281K | Hold |
1,243
| – | – | 0.11% | 94 |
|
|
2020
Q4 | $264K | Hold |
1,243
| – | – | 0.11% | 89 |
|
|
2020
Q3 | $253K | Hold |
1,243
| – | – | 0.1% | 88 |
|
|
2020
Q2 | $240K | Buy |
+1,243
| New | +$240K | 0.07% | 83 |
|
|
2020
Q1 | – | Sell |
-1,154
| Closed | -$239K | – | 123 |
|
|
2019
Q4 | $239K | Hold |
1,154
| – | – | 0.07% | 109 |
|
|
2019
Q3 | $207K | Sell |
1,154
-33
| -3% | -$5.92K | 0.06% | 103 |
|
|
2019
Q2 | $206K | Buy |
+1,187
| New | +$206K | 0.06% | 99 |
|
|
2018
Q3 | – | Sell |
-1,154
| Closed | -$153K | – | 364 |
|
|
2018
Q2 | $153K | Hold |
1,154
| – | – | 0.09% | 114 |
|
|
2018
Q1 | $138K | Sell |
1,154
-35
| -3% | -$4.19K | 0.08% | 128 |
|
|
2017
Q4 | $136K | Buy |
+1,189
| New | +$136K | 0.08% | 122 |
|