Personal Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.9M | Sell |
18,749
-259
| -1% | -$52.2K | 0.02% | 198 |
|
|
2022
Q3 | $3.38M | Sell |
19,008
-184
| -1% | -$37.4K | 0.02% | 193 |
|
|
2022
Q2 | $3.78M | Buy |
19,192
+79
| +0.4% | +$16.3K | 0.02% | 193 |
|
|
2022
Q1 | $4.24M | Sell |
19,113
-896
| -4% | -$194K | 0.02% | 198 |
|
|
2021
Q4 | $4.3M | Sell |
20,009
-105
| -0.5% | -$22.5K | 0.02% | 207 |
|
|
2021
Q3 | $4.48M | Buy |
20,114
+550
| +3% | +$129K | 0.02% | 204 |
|
|
2021
Q2 | $4.57M | Sell |
19,564
-611
| -3% | -$140K | 0.02% | 206 |
|
|
2021
Q1 | $4.27M | Sell |
20,175
-207
| -1% | -$43.6K | 0.02% | 209 |
|
|
2020
Q4 | $4.46M | Buy |
20,382
+2,174
| +12% | +$445K | 0.03% | 198 |
|
|
2020
Q3 | $3.64M | Buy |
18,208
+2,497
| +16% | +$499K | 0.03% | 201 |
|
|
2020
Q2 | $3.04M | Sell |
15,711
-688
| -4% | -$126K | 0.03% | 194 |
|
|
2020
Q1 | $2.59M | Buy |
16,399
+158
| +1% | +$29.8K | 0.03% | 191 |
|
|
2019
Q4 | $3.05M | Buy |
16,241
+3,131
| +24% | +$564K | 0.03% | 188 |
|
|
2019
Q3 | $2.25M | Buy |
13,110
+2,586
| +25% | +$461K | 0.02% | 188 |
|
|
2019
Q2 | $1.83M | Sell |
10,524
-12,592
| -54% | -$2.06M | 0.02% | 193 |
|
|
2019
Q1 | $3.61M | Sell |
23,116
-154,679
| -87% | -$22.3M | 0.04% | 152 |
|
|
2018
Q4 | $23.5M | Buy |
177,795
+4,772
| +3% | +$659K | 0.31% | 83 |
|
|
2018
Q3 | $26M | Buy |
173,023
+14,692
| +9% | +$2.09M | 0.33% | 85 |
|
|
2018
Q2 | $21M | Buy |
158,331
+25,002
| +19% | +$3.22M | 0.3% | 88 |
|
|
2018
Q1 | $15.9M | Buy |
133,329
+30,831
| +30% | +$3.74M | 0.25% | 98 |
|
|
2017
Q4 | $11.7M | Buy |
102,498
+25,394
| +33% | +$2.8M | 0.2% | 103 |
|
|
2017
Q3 | $8.11M | Buy |
77,104
+30,190
| +64% | +$3.06M | 0.16% | 110 |
|
|
2017
Q2 | $4.4M | Buy |
46,914
+36,513
| +351% | +$3.39M | 0.1% | 122 |
|
|
2017
Q1 | $928K | Buy |
10,401
+6,051
| +139% | +$521K | 0.02% | 144 |
|
|
2016
Q4 | $339K | Sell |
4,350
-106
| -2% | -$8.52K | 0.01% | 152 |
|
|
2016
Q3 | $365K | Buy |
4,456
+1,362
| +44% | +$109K | 0.01% | 146 |
|
|
2016
Q2 | $229K | Buy |
+3,094
| New | +$242K | 0.01% | 159 |
|
Other funds holding V
AWA