Provenance 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 | $892K | Sell |
2,511
-1,008
| -29% | -$358K | 0.13% | 41 |
|
|
2025
Q1 | $1.23M | Sell |
3,519
-3,892
| -53% | -$1.36M | 0.18% | 29 |
|
|
2024
Q4 | $2.34M | Buy |
7,411
+4,800
| +184% | +$1.52M | 0.3% | 24 |
|
|
2024
Q3 | $718K | Buy |
2,611
+2,227
| +580% | +$612K | 0.09% | 77 |
|
|
2024
Q2 | $101K | Sell |
384
-1,920
| -83% | -$504K | 0.01% | 175 |
|
|
2024
Q1 | $643K | Buy |
2,304
+1,920
| +500% | +$536K | 0.09% | 76 |
|
|
2023
Q4 | $100K | Buy |
384
+238
| +163% | +$62K | 0.01% | 164 |
|
|
2023
Q3 | $33.6K | Buy |
+146
| New | +$33.6K | 0.01% | 199 |
|