Professional Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.06M | Buy |
5,991
+503
| +9% | +$161K | 0.36% | 48 |
|
|
2026
Q1 | $1.66M | Buy |
5,488
+500
| +10% | +$161K | 0.34% | 55 |
|
|
2025
Q4 | $1.75M | Buy |
4,988
+291
| +6% | +$99.1K | 0.36% | 49 |
|
|
2025
Q3 | $1.6M | Buy |
4,697
+386
| +9% | +$134K | 0.34% | 47 |
|
|
2025
Q2 | $1.53M | Buy |
4,311
+60
| +1% | +$20.9K | 0.36% | 48 |
|
|
2025
Q1 | $1.49M | Buy |
+4,251
| New | +$1.44M | 0.38% | 44 |
|
|
2023
Q4 | – | Sell |
-2,639
| Closed | -$607K | – | 98 |
|
|
2023
Q3 | $607K | Buy |
2,639
+246
| +10% | +$59.1K | 0.27% | 62 |
|
|
2023
Q2 | $568K | Sell |
2,393
-2,424
| -50% | -$555K | 0.29% | 54 |
|
|
2023
Q1 | $1.07M | Buy |
4,817
+2,968
| +161% | +$661K | 0.63% | 31 |
|
|
2022
Q4 | $384K | Sell |
1,849
-2,820
| -60% | -$569K | 0.26% | 63 |
|
|
2022
Q3 | $830K | Buy |
4,669
+73
| +2% | +$14.9K | 0.51% | 37 |
|
|
2022
Q2 | $905K | Sell |
4,596
-221
| -5% | -$45.7K | 0.51% | 42 |
|
|
2022
Q1 | $1.07M | Sell |
4,817
-1,368
| -22% | -$296K | 0.46% | 40 |
|
|
2021
Q4 | $1.34M | Buy |
6,185
+456
| +8% | +$97.9K | 0.58% | 34 |
|
|
2021
Q3 | $1.28M | Buy |
5,729
+1,510
| +36% | +$354K | 0.73% | 27 |
|
|
2021
Q2 | $995K | Buy |
4,219
+109
| +3% | +$24.9K | 0.55% | 35 |
|
|
2021
Q1 | $870K | Buy |
4,110
+414
| +11% | +$87.1K | 0.54% | 40 |
|
|
2020
Q4 | $808K | Buy |
3,696
+88
| +2% | +$18K | 0.64% | 39 |
|
|
2020
Q3 | $656K | Sell |
3,608
-1,126
| -24% | -$225K | 0.61% | 38 |
|
|
2020
Q2 | $914K | Buy |
4,734
+2,016
| +74% | +$368K | 1.2% | 24 |
|
|
2020
Q1 | $486K | Sell |
2,718
-379
| -12% | -$71.4K | 0.88% | 30 |
|
|
2019
Q4 | $582K | Buy |
+3,097
| New | +$558K | 0.55% | 46 |
|
Other funds holding V
WT
CRM
CAM
DC
CNB
AAMU
DLA
SI
P