PFW 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 | $3.03M | Sell |
8,533
-205
| -2% | -$72.8K | 0.93% | 21 |
|
|
2025
Q1 | $3.06M | Buy |
8,738
+40
| +0.5% | +$14K | 0.96% | 19 |
|
|
2024
Q4 | $2.75M | Buy |
+8,698
| New | +$2.75M | 0.85% | 24 |
|
|
2024
Q2 | $2.29M | Sell |
8,737
-311
| -3% | -$81.6K | 0.73% | 31 |
|
|
2024
Q1 | $2.53M | Buy |
9,048
+7,069
| +357% | +$1.97M | 0.77% | 28 |
|
|
2023
Q4 | $515K | Sell |
1,979
-199
| -9% | -$51.8K | 0.16% | 88 |
|
|
2023
Q3 | $501K | Hold |
2,178
| – | – | 0.18% | 79 |
|
|
2023
Q2 | $523K | Buy |
+2,178
| New | +$523K | 0.17% | 77 |
|
|
2019
Q3 | $2.37M | Buy |
+8,634
| New | +$2.37M | 0.72% | 31 |
|