Petra Financial 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 | $377K | Sell |
1,062
-29
| -3% | -$10.3K | 0.24% | 103 |
|
|
2025
Q1 | $382K | Hold |
1,091
| – | – | 0.31% | 72 |
|
|
2024
Q4 | $345K | Buy |
1,091
+16
| +1% | +$5.06K | 0.23% | 103 |
|
|
2024
Q3 | $296K | Buy |
+1,075
| New | +$296K | 0.2% | 114 |
|
|
2024
Q2 | – | Sell |
-1,092
| Closed | -$294K | – | 133 |
|
|
2024
Q1 | $294K | Buy |
+1,092
| New | +$294K | 0.22% | 100 |
|
|
2023
Q4 | – | Sell |
-1,177
| Closed | -$271K | – | 127 |
|
|
2023
Q3 | $271K | Buy |
+1,177
| New | +$271K | 0.23% | 100 |
|
|
2023
Q2 | – | Sell |
-1,356
| Closed | -$306K | – | 126 |
|
|
2023
Q1 | $306K | Buy |
+1,356
| New | +$306K | 0.3% | 60 |
|