Pure 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 | $9.12M | Buy |
25,683
+20,213
| +370% | +$7.18M | 0.16% | 73 |
|
|
2025
Q1 | $1.92M | Buy |
5,470
+836
| +18% | +$293K | 0.04% | 133 |
|
|
2024
Q4 | $1.46M | Buy |
4,634
+470
| +11% | +$149K | 0.03% | 142 |
|
|
2024
Q3 | $1.14M | Sell |
4,164
-202
| -5% | -$55.5K | 0.03% | 147 |
|
|
2024
Q2 | $1.15M | Sell |
4,366
-264
| -6% | -$69.3K | 0.03% | 141 |
|
|
2024
Q1 | $1.29M | Sell |
4,630
-205
| -4% | -$57.2K | 0.04% | 134 |
|
|
2023
Q4 | $1.26M | Buy |
4,835
+388
| +9% | +$101K | 0.04% | 128 |
|
|
2023
Q3 | $1.02M | Buy |
4,447
+861
| +24% | +$198K | 0.04% | 130 |
|
|
2023
Q2 | $852K | Buy |
3,586
+5
| +0.1% | +$1.19K | 0.04% | 135 |
|
|
2023
Q1 | $807K | Buy |
3,581
+49
| +1% | +$11K | 0.04% | 135 |
|
|
2022
Q4 | $734K | Sell |
3,532
-148
| -4% | -$30.7K | 0.04% | 132 |
|
|
2022
Q3 | $654K | Sell |
3,680
-503
| -12% | -$89.4K | 0.04% | 132 |
|
|
2022
Q2 | $824K | Buy |
4,183
+998
| +31% | +$197K | 0.05% | 121 |
|
|
2022
Q1 | $706K | Buy |
3,185
+121
| +4% | +$26.8K | 0.03% | 129 |
|
|
2021
Q4 | $664K | Sell |
3,064
-731
| -19% | -$158K | 0.03% | 122 |
|
|
2021
Q3 | $845K | Buy |
3,795
+225
| +6% | +$50.1K | 0.07% | 99 |
|
|
2021
Q2 | $835K | Buy |
3,570
+2,200
| +161% | +$515K | 0.07% | 102 |
|
|
2021
Q1 | $290K | Buy |
1,370
+9
| +0.7% | +$1.91K | 0.03% | 150 |
|
|
2020
Q4 | $298K | Sell |
1,361
-225
| -14% | -$49.3K | 0.04% | 147 |
|
|
2020
Q3 | $317K | Sell |
1,586
-30
| -2% | -$6K | 0.05% | 121 |
|
|
2020
Q2 | $312K | Sell |
1,616
-15
| -0.9% | -$2.9K | 0.05% | 110 |
|
|
2020
Q1 | $263K | Buy |
1,631
+566
| +53% | +$91.3K | 0.04% | 114 |
|
|
2019
Q4 | $200K | Buy |
+1,065
| New | +$200K | 0.03% | 135 |
|
|
2019
Q2 | – | Sell |
-1,472
| Closed | -$230K | – | 141 |
|
|
2019
Q1 | $230K | Buy |
+1,472
| New | +$230K | 0.04% | 127 |
|
|
2016
Q2 | – | Sell |
-5,266
| Closed | -$409K | – | 99 |
|
|
2016
Q1 | $409K | Buy |
+5,266
| New | +$409K | 0.15% | 63 |
|