PA
PFG Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
31,749
+5,598
| +21% | +$1.99M | 0.52% | 33 |
|
|
2025
Q1 | $9.17M | Buy |
26,151
+3,500
| +15% | +$1.23M | 0.51% | 46 |
|
|
2024
Q4 | $7.16M | Sell |
22,651
-639
| -3% | -$202K | 0.44% | 52 |
|
|
2024
Q3 | $6.4M | Sell |
23,290
-903
| -4% | -$248K | 0.4% | 60 |
|
|
2024
Q2 | $6.35M | Buy |
24,193
+932
| +4% | +$245K | 0.43% | 52 |
|
|
2024
Q1 | $6.49M | Sell |
23,261
-678
| -3% | -$189K | 0.47% | 48 |
|
|
2023
Q4 | $6.23M | Buy |
23,939
+293
| +1% | +$76.3K | 0.5% | 47 |
|
|
2023
Q3 | $5.44M | Sell |
23,646
-4,489
| -16% | -$1.03M | 0.49% | 49 |
|
|
2023
Q2 | $6.68M | Buy |
28,135
+2,306
| +9% | +$548K | 0.51% | 41 |
|
|
2023
Q1 | $5.82M | Sell |
25,829
-260
| -1% | -$58.6K | 0.49% | 42 |
|
|
2022
Q4 | $5.42M | Buy |
26,089
+2,197
| +9% | +$456K | 0.53% | 38 |
|
|
2022
Q3 | $4.24M | Buy |
23,892
+343
| +1% | +$60.9K | 0.49% | 43 |
|
|
2022
Q2 | $4.64M | Sell |
23,549
-972
| -4% | -$191K | 0.52% | 28 |
|
|
2022
Q1 | $5.44M | Sell |
24,521
-614
| -2% | -$136K | 0.54% | 28 |
|
|
2021
Q4 | $5.45M | Buy |
25,135
+1,048
| +4% | +$227K | 0.54% | 35 |
|
|
2021
Q3 | $5.37M | Sell |
24,087
-1,054
| -4% | -$235K | 0.59% | 27 |
|
|
2021
Q2 | $5.88M | Buy |
25,141
+581
| +2% | +$136K | 0.67% | 23 |
|
|
2021
Q1 | $5.2M | Buy |
24,560
+2,249
| +10% | +$476K | 0.67% | 25 |
|
|
2020
Q4 | $4.88M | Buy |
22,311
+234
| +1% | +$51.2K | 0.83% | 22 |
|
|
2020
Q3 | $4.47M | Sell |
22,077
-287
| -1% | -$58.1K | 0.86% | 23 |
|
|
2020
Q2 | $4.31M | Buy |
22,364
+340
| +2% | +$65.5K | 0.97% | 21 |
|
|
2020
Q1 | $3.62M | Buy |
22,024
+969
| +5% | +$159K | 0.97% | 19 |
|
|
2019
Q4 | $4.04M | Buy |
21,055
+185
| +0.9% | +$35.5K | 0.99% | 20 |
|
|
2019
Q3 | $3.65M | Buy |
20,870
+379
| +2% | +$66.3K | 1.01% | 19 |
|
|
2019
Q2 | $3.76M | Buy |
20,491
+567
| +3% | +$104K | 1.02% | 20 |
|
|
2019
Q1 | $3.28M | Sell |
19,924
-999
| -5% | -$164K | 1% | 23 |
|
|
2018
Q4 | $2.97M | Buy |
+20,923
| New | +$2.97M | 0.93% | 27 |
|