Rise 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 | $479K | Buy |
1,348
+41
| +3% | +$14.6K | 0.19% | 49 |
|
|
2025
Q1 | $458K | Buy |
1,307
+351
| +37% | +$123K | 0.2% | 43 |
|
|
2024
Q4 | $302K | Buy |
956
+8
| +0.8% | +$2.53K | 0.15% | 65 |
|
|
2024
Q3 | $261K | Sell |
948
-28
| -3% | -$7.7K | 0.12% | 73 |
|
|
2024
Q2 | $256K | Buy |
976
+2
| +0.2% | +$525 | 0.14% | 77 |
|
|
2024
Q1 | $272K | Buy |
974
+668
| +218% | +$186K | 0.14% | 70 |
|
|
2023
Q4 | $79.6K | Sell |
306
-2
| -0.6% | -$520 | 0.06% | 120 |
|
|
2023
Q3 | $70.9K | Buy |
308
+142
| +86% | +$32.7K | 0.06% | 112 |
|
|
2023
Q2 | $39.3K | Sell |
166
-1
| -0.6% | -$237 | 0.03% | 170 |
|
|
2023
Q1 | $37.7K | Buy |
167
+5
| +3% | +$1.13K | 0.03% | 180 |
|
|
2022
Q4 | $33.6K | Hold |
162
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $29K | Buy |
162
+1
| +0.6% | +$179 | 0.02% | 208 |
|
|
2022
Q2 | $32K | Hold |
161
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $36K | Hold |
161
| – | – | 0.03% | 186 |
|
|
2021
Q4 | $34.8K | Buy |
+161
| New | +$34.8K | 0.03% | 186 |
|