Quattro Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-260
| Closed | -$1.3M | – | 95 |
|
|
2023
Q4 | $1.3M | Sell |
260
-4,740
| -95% | -$23.7M | 0.45% | 43 |
|
|
2023
Q3 | $1.15M | Sell |
5,000
-383
| -7% | -$88.1K | 0.5% | 45 |
|
|
2023
Q2 | $1.28M | Buy |
5,383
+383
| +8% | +$91K | 0.51% | 39 |
|
|
2023
Q1 | $1.13M | Hold |
5,000
| – | – | 0.46% | 38 |
|
|
2022
Q4 | $1.04M | Sell |
5,000
-2,860
| -36% | -$594K | 0.41% | 38 |
|
|
2022
Q3 | $1.4M | Hold |
7,860
| – | – | 0.56% | 33 |
|
|
2022
Q2 | $1.55M | Buy |
7,860
+2,444
| +45% | +$481K | 0.53% | 35 |
|
|
2022
Q1 | $1.2M | Sell |
5,416
-83
| -2% | -$18.4K | 0.4% | 40 |
|
|
2021
Q4 | $1.19M | Sell |
5,499
-7,679
| -58% | -$1.66M | 0.42% | 49 |
|
|
2021
Q3 | $3.06M | Buy |
13,178
+351
| +3% | +$81.5K | 0.82% | 32 |
|
|
2021
Q2 | $3.16M | Sell |
12,827
-1,074
| -8% | -$265K | 0.84% | 32 |
|
|
2021
Q1 | $3.13M | Buy |
+13,901
| New | +$3.13M | 0.71% | 36 |
|