PA
Prism Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
1,302
| – | – | 0.13% | 59 |
|
|
2025
Q1 | $456K | Hold |
1,302
| – | – | 0.14% | 49 |
|
|
2024
Q4 | $411K | Hold |
1,302
| – | – | 0.12% | 51 |
|
|
2024
Q3 | $358K | Hold |
1,302
| – | – | 0.1% | 55 |
|
|
2024
Q2 | $242K | Hold |
1,302
| – | – | 0.07% | 58 |
|
|
2024
Q1 | $363K | Hold |
1,302
| – | – | 0.11% | 51 |
|
|
2023
Q4 | $339K | Buy |
1,302
+300
| +30% | +$78.1K | 0.11% | 55 |
|
|
2023
Q3 | $240K | Hold |
1,002
| – | – | 0.08% | 55 |
|
|
2023
Q2 | $238K | Buy |
1,002
+48
| +5% | +$11.4K | 0.08% | 46 |
|
|
2023
Q1 | $215K | Buy |
+954
| New | +$215K | 0.07% | 46 |
|
|
2022
Q2 | – | Sell |
-954
| Closed | -$212K | – | 57 |
|
|
2022
Q1 | $212K | Hold |
954
| – | – | 0.07% | 51 |
|
|
2021
Q4 | $207K | Hold |
954
| – | – | 0.07% | 54 |
|
|
2021
Q3 | $213K | Buy |
+954
| New | +$213K | 0.08% | 48 |
|