Physician Wealth 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 | $551K | Sell |
1,552
-94
| -6% | -$33.4K | 0.09% | 91 |
|
|
2025
Q1 | $577K | Sell |
1,646
-224
| -12% | -$78.5K | 0.1% | 88 |
|
|
2024
Q4 | $591K | Sell |
1,870
-36
| -2% | -$11.4K | 0.1% | 87 |
|
|
2024
Q3 | $532K | Sell |
1,906
-190
| -9% | -$53.1K | 0.1% | 88 |
|
|
2024
Q2 | $564K | Sell |
2,096
-142
| -6% | -$38.2K | 0.1% | 85 |
|
|
2024
Q1 | $607K | Buy |
2,238
+81
| +4% | +$22K | 0.13% | 84 |
|
|
2023
Q4 | $585K | Buy |
2,157
+46
| +2% | +$12.5K | 0.13% | 79 |
|
|
2023
Q3 | $495K | Sell |
2,111
-48
| -2% | -$11.3K | 0.13% | 77 |
|
|
2023
Q2 | $514K | Hold |
2,159
| – | – | 0.13% | 77 |
|
|
2023
Q1 | $502K | Sell |
2,159
-19
| -0.9% | -$4.42K | 0.13% | 77 |
|
|
2022
Q4 | $488K | Sell |
2,178
-153
| -7% | -$34.3K | 0.13% | 81 |
|
|
2022
Q3 | $437K | Sell |
2,331
-219
| -9% | -$41.1K | 0.13% | 82 |
|
|
2022
Q2 | $539K | Sell |
2,550
-71
| -3% | -$15K | 0.16% | 70 |
|
|
2022
Q1 | $562K | Buy |
2,621
+150
| +6% | +$32.2K | 0.15% | 78 |
|
|
2021
Q4 | $536K | Sell |
2,471
-63
| -2% | -$13.7K | 0.14% | 83 |
|
|
2021
Q3 | $585K | Sell |
2,534
-7
| -0.3% | -$1.62K | 0.16% | 81 |
|
|
2021
Q2 | $620K | Sell |
2,541
-11
| -0.4% | -$2.68K | 0.18% | 75 |
|
|
2021
Q1 | $559K | Buy |
2,552
+1
| +0% | +$219 | 0.18% | 73 |
|
|
2020
Q4 | $534K | Sell |
2,551
-34
| -1% | -$7.12K | 0.18% | 72 |
|
|
2020
Q3 | $478K | Sell |
2,585
-218
| -8% | -$40.3K | 0.19% | 71 |
|
|
2020
Q2 | $552K | Buy |
2,803
+40
| +1% | +$7.88K | 0.22% | 63 |
|
|
2020
Q1 | $460K | Buy |
2,763
+356
| +15% | +$59.3K | 0.23% | 60 |
|
|
2019
Q4 | $470K | Sell |
2,407
-45
| -2% | -$8.79K | 0.21% | 63 |
|
|
2019
Q3 | $444K | Buy |
+2,452
| New | +$444K | 0.22% | 62 |
|