PFA
Plotkin Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
1,223
+25
| +2% | +$8.88K | 0.24% | 63 |
|
|
2025
Q1 | $420K | Buy |
1,198
+1
| +0.1% | +$351 | 0.26% | 60 |
|
|
2024
Q4 | $378K | Sell |
1,197
-2
| -0.2% | -$632 | 0.22% | 66 |
|
|
2024
Q3 | $330K | Hold |
1,199
| – | – | 0.2% | 67 |
|
|
2024
Q2 | $315K | Buy |
1,199
+15
| +1% | +$3.94K | 0.2% | 66 |
|
|
2024
Q1 | $330K | Buy |
1,184
+221
| +23% | +$61.7K | 0.22% | 65 |
|
|
2023
Q4 | $251K | Buy |
963
+50
| +5% | +$13K | 0.19% | 67 |
|
|
2023
Q3 | $210K | Buy |
913
+50
| +6% | +$11.5K | 0.18% | 71 |
|
|
2023
Q2 | $205K | Buy |
+863
| New | +$205K | 0.17% | 76 |
|
|
2021
Q4 | – | Sell |
-1,042
| Closed | -$232K | – | 104 |
|
|
2021
Q3 | $232K | Buy |
1,042
+116
| +13% | +$25.8K | 0.14% | 81 |
|
|
2021
Q2 | $217K | Buy |
+926
| New | +$217K | 0.12% | 94 |
|
|
2021
Q1 | – | Sell |
-994
| Closed | -$217K | – | 89 |
|
|
2020
Q4 | $217K | Buy |
+994
| New | +$217K | 0.14% | 60 |
|