RIA Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
16,135
+2,184
| +16% | +$775K | 1.68% | 17 |
|
|
2025
Q1 | $4.89M | Buy |
13,951
+13,292
| +2,017% | +$4.66M | 1.59% | 14 |
|
|
2024
Q4 | $208K | Sell |
659
-116
| -15% | -$36.7K | 0.07% | 130 |
|
|
2024
Q3 | $213K | Buy |
+775
| New | +$213K | 0.08% | 121 |
|
|
2024
Q1 | $204K | Buy |
+731
| New | +$204K | 0.08% | 133 |
|
|
2023
Q4 | – | Sell |
-1,226
| Closed | -$282K | – | 195 |
|
|
2023
Q3 | $282K | Buy |
1,226
+187
| +18% | +$43K | 0.13% | 86 |
|
|
2023
Q2 | $247K | Sell |
1,039
-81
| -7% | -$19.2K | 0.11% | 99 |
|
|
2023
Q1 | $253K | Buy |
+1,120
| New | +$253K | 0.12% | 92 |
|