Plante Moran 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 | $1.07M | Sell |
3,006
-78
| -3% | -$27.7K | 0.08% | 46 |
|
|
2025
Q1 | $1.08M | Sell |
3,084
-989
| -24% | -$347K | 0.09% | 39 |
|
|
2024
Q4 | $1.29M | Buy |
4,073
+32
| +0.8% | +$10.1K | 0.11% | 36 |
|
|
2024
Q3 | $1.11M | Sell |
4,041
-2,639
| -40% | -$726K | 0.09% | 46 |
|
|
2024
Q2 | $1.75M | Buy |
6,680
+2,926
| +78% | +$768K | 0.18% | 34 |
|
|
2024
Q1 | $1.05M | Sell |
3,754
-36
| -0.9% | -$10K | 0.11% | 47 |
|
|
2023
Q4 | $987K | Sell |
3,790
-145
| -4% | -$37.8K | 0.1% | 48 |
|
|
2023
Q3 | $905K | Buy |
3,935
+19
| +0.5% | +$4.37K | 0.11% | 43 |
|
|
2023
Q2 | $930K | Sell |
3,916
-3,930
| -50% | -$933K | 0.11% | 45 |
|
|
2023
Q1 | $1.77M | Sell |
7,846
-449
| -5% | -$101K | 0.24% | 29 |
|
|
2022
Q4 | $1.72M | Buy |
8,295
+819
| +11% | +$170K | 0.25% | 29 |
|
|
2022
Q3 | $1.33M | Sell |
7,476
-259
| -3% | -$46K | 0.23% | 30 |
|
|
2022
Q2 | $1.52M | Buy |
7,735
+50
| +0.7% | +$9.85K | 0.25% | 33 |
|
|
2022
Q1 | $1.7M | Sell |
7,685
-252
| -3% | -$55.9K | 0.32% | 31 |
|
|
2021
Q4 | $1.72M | Sell |
7,937
-36
| -0.5% | -$7.8K | 0.28% | 31 |
|
|
2021
Q3 | $1.78M | Sell |
7,973
-1,260
| -14% | -$281K | 0.39% | 26 |
|
|
2021
Q2 | $2.16M | Buy |
9,233
+113
| +1% | +$26.4K | 0.52% | 21 |
|
|
2021
Q1 | $1.93M | Sell |
9,120
-1,090
| -11% | -$231K | 0.53% | 23 |
|
|
2020
Q4 | $2.23M | Sell |
10,210
-697
| -6% | -$152K | 0.69% | 20 |
|
|
2020
Q3 | $2.18M | Buy |
10,907
+2,073
| +23% | +$415K | 0.77% | 19 |
|
|
2020
Q2 | $1.71M | Sell |
8,834
-479
| -5% | -$92.5K | 0.68% | 22 |
|
|
2020
Q1 | $1.5M | Buy |
9,313
+88
| +1% | +$14.2K | 0.69% | 21 |
|
|
2019
Q4 | $1.73M | Sell |
9,225
-26
| -0.3% | -$4.88K | 0.6% | 21 |
|
|
2019
Q3 | $1.59M | Sell |
9,251
-79
| -0.8% | -$13.6K | 0.46% | 28 |
|
|
2019
Q2 | $1.62M | Sell |
9,330
-20
| -0.2% | -$3.47K | 0.5% | 28 |
|
|
2019
Q1 | $1.46M | Buy |
9,350
+239
| +3% | +$37.3K | 0.45% | 30 |
|
|
2018
Q4 | $1.2M | Buy |
9,111
+1,750
| +24% | +$231K | 0.42% | 37 |
|
|
2018
Q3 | $1.11M | Sell |
7,361
-675
| -8% | -$101K | 0.36% | 39 |
|
|
2018
Q2 | $1.06M | Sell |
8,036
-786
| -9% | -$104K | 0.54% | 34 |
|
|
2018
Q1 | $1.06M | Buy |
8,822
+139
| +2% | +$16.6K | 0.57% | 34 |
|
|
2017
Q4 | $990K | Buy |
8,683
+1,159
| +15% | +$132K | 0.55% | 36 |
|
|
2017
Q3 | $792K | Sell |
7,524
-149
| -2% | -$15.7K | 0.47% | 46 |
|
|
2017
Q2 | $720K | Sell |
7,673
-25
| -0.3% | -$2.35K | 0.45% | 51 |
|
|
2017
Q1 | $684K | Sell |
7,698
-913
| -11% | -$81.1K | 0.41% | 54 |
|
|
2016
Q4 | $672K | Buy |
8,611
+22
| +0.3% | +$1.72K | 0.42% | 50 |
|
|
2016
Q3 | $710K | Buy |
8,589
+874
| +11% | +$72.2K | 0.48% | 42 |
|
|
2016
Q2 | $572K | Sell |
7,715
-19
| -0.2% | -$1.41K | 0.41% | 50 |
|
|
2016
Q1 | $591K | Sell |
7,734
-2,054
| -21% | -$157K | 0.46% | 50 |
|
|
2015
Q4 | $759K | Buy |
9,788
+832
| +9% | +$64.5K | 0.57% | 36 |
|
|
2015
Q3 | $624K | Hold |
8,956
| – | – | 0.49% | 46 |
|
|
2015
Q2 | $601K | Hold |
8,956
| – | – | 0.43% | 53 |
|
|
2015
Q1 | $586K | Sell |
8,956
-876
| -9% | -$57.3K | 0.41% | 56 |
|
|
2014
Q4 | $644K | Buy |
9,832
+480
| +5% | +$31.4K | 0.47% | 45 |
|
|
2014
Q3 | $499K | Buy |
9,352
+540
| +6% | +$28.8K | 0.44% | 53 |
|
|
2014
Q2 | $464K | Buy |
8,812
+2,684
| +44% | +$141K | 0.42% | 56 |
|
|
2014
Q1 | $331K | Sell |
6,128
-1,068
| -15% | -$57.7K | 0.36% | 54 |
|
|
2013
Q4 | $401K | Buy |
7,196
+628
| +10% | +$35K | 0.23% | 58 |
|
|
2013
Q3 | $314K | Buy |
6,568
+240
| +4% | +$11.5K | 0.19% | 58 |
|
|
2013
Q2 | $289K | Buy |
+6,328
| New | +$289K | 0.21% | 52 |
|