ROI Financial 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 | $6.37M | Sell |
17,952
-4
| -0% | -$1.42K | 4.05% | 9 |
|
|
2025
Q1 | $6.29M | Sell |
17,956
-321
| -2% | -$113K | 4.57% | 7 |
|
|
2024
Q4 | $5.78M | Buy |
18,277
+355
| +2% | +$112K | 3.93% | 9 |
|
|
2024
Q3 | $4.93M | Buy |
17,922
+1,092
| +6% | +$300K | 3.4% | 11 |
|
|
2024
Q2 | $4.42M | Buy |
16,830
+230
| +1% | +$60.4K | 3.21% | 12 |
|
|
2024
Q1 | $4.63M | Sell |
16,600
-125
| -0.7% | -$34.9K | 3.64% | 11 |
|
|
2023
Q4 | $4.35M | Buy |
+16,725
| New | +$4.35M | 3.6% | 9 |
|