QFA
Quantum Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,024
-966
| -24% | -$343K | 0.15% | 68 |
|
|
2025
Q1 | $1.4M | Hold |
3,990
| – | – | 0.21% | 59 |
|
|
2024
Q4 | $1.26M | Buy |
3,990
+88
| +2% | +$27.8K | 0.19% | 59 |
|
|
2024
Q3 | $1.07M | Hold |
3,902
| – | – | 0.17% | 61 |
|
|
2024
Q2 | $1.02M | Hold |
3,902
| – | – | 0.18% | 61 |
|
|
2024
Q1 | $1.09M | Sell |
3,902
-28
| -0.7% | -$7.82K | 0.2% | 59 |
|
|
2023
Q4 | $1.02M | Sell |
3,930
-569
| -13% | -$148K | 0.25% | 30 |
|
|
2023
Q3 | $1.03M | Buy |
4,499
+1,739
| +63% | +$400K | 0.3% | 27 |
|
|
2023
Q2 | $655K | Hold |
2,760
| – | – | 0.19% | 32 |
|
|
2023
Q1 | $622K | Sell |
2,760
-4
| -0.1% | -$902 | 0.2% | 32 |
|
|
2022
Q4 | $574K | Hold |
2,764
| – | – | 0.26% | 30 |
|
|
2022
Q3 | $491K | Hold |
2,764
| – | – | 0.22% | 32 |
|
|
2022
Q2 | $586K | Buy |
+2,764
| New | +$586K | 0.22% | 29 |
|