Realta Investment 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 | $1.02M | Sell |
2,882
-47
| -2% | -$16.7K | 0.4% | 61 |
|
|
2025
Q1 | $1.03M | Buy |
2,929
+254
| +9% | +$89K | 0.47% | 55 |
|
|
2024
Q4 | $843K | Buy |
2,675
+884
| +49% | +$278K | 0.35% | 63 |
|
|
2024
Q3 | $503K | Sell |
1,791
-6,014
| -77% | -$1.69M | 0.23% | 107 |
|
|
2024
Q2 | $2.05M | Sell |
7,805
-1,300
| -14% | -$341K | 0.4% | 55 |
|
|
2024
Q1 | $2.54M | Sell |
9,105
-206
| -2% | -$57.5K | 0.52% | 36 |
|
|
2023
Q4 | $2.42M | Buy |
9,311
+580
| +7% | +$151K | 0.55% | 30 |
|
|
2023
Q3 | $2.07M | Sell |
8,731
-174
| -2% | -$41.3K | 0.48% | 39 |
|
|
2023
Q2 | $2.11M | Sell |
8,905
-107
| -1% | -$25.4K | 0.46% | 38 |
|
|
2023
Q1 | $2.03M | Sell |
9,012
-265
| -3% | -$59.7K | 0.49% | 42 |
|
|
2022
Q4 | $1.93M | Buy |
9,277
+3
| +0% | +$623 | 0.47% | 44 |
|
|
2022
Q3 | $1.65M | Sell |
9,274
-380
| -4% | -$67.5K | 0.43% | 48 |
|
|
2022
Q2 | $1.92M | Sell |
9,654
-604
| -6% | -$120K | 0.47% | 43 |
|
|
2022
Q1 | $2.28M | Sell |
10,258
-947
| -8% | -$210K | 0.45% | 41 |
|
|
2021
Q4 | $2.43M | Sell |
11,205
-568
| -5% | -$123K | 0.53% | 36 |
|
|
2021
Q3 | $2.62M | Buy |
11,773
+179
| +2% | +$39.9K | 0.62% | 29 |
|
|
2021
Q2 | $2.71M | Buy |
11,594
+5
| +0% | +$1.17K | 0.64% | 30 |
|
|
2021
Q1 | $2.45M | Buy |
11,589
+1,466
| +14% | +$310K | 0.65% | 31 |
|
|
2020
Q4 | $2.21M | Sell |
10,123
-367
| -3% | -$80.3K | 0.63% | 27 |
|
|
2020
Q3 | $2.1M | Buy |
10,490
+496
| +5% | +$99.2K | 0.7% | 22 |
|
|
2020
Q2 | $1.93M | Sell |
9,994
-1,213
| -11% | -$234K | 0.64% | 28 |
|
|
2020
Q1 | $1.81M | Buy |
11,207
+582
| +5% | +$93.8K | 0.78% | 23 |
|
|
2019
Q4 | $1.95M | Buy |
10,625
+1,141
| +12% | +$209K | 0.53% | 26 |
|
|
2019
Q3 | $1.63M | Buy |
9,484
+552
| +6% | +$94.6K | 0.44% | 37 |
|
|
2019
Q2 | $1.54M | Buy |
8,932
+3,408
| +62% | +$588K | 0.43% | 37 |
|
|
2019
Q1 | $865K | Buy |
+5,524
| New | +$865K | 0.39% | 62 |
|