Rollins 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 | $679K | Hold |
1,912
| – | – | 0.11% | 71 |
|
|
2025
Q1 | $670K | Buy |
1,912
+1
| +0.1% | +$350 | 0.12% | 69 |
|
|
2024
Q4 | $604K | Sell |
1,911
-148
| -7% | -$46.8K | 0.09% | 73 |
|
|
2024
Q3 | $566K | Sell |
2,059
-880
| -30% | -$242K | 0.09% | 73 |
|
|
2024
Q2 | $771K | Hold |
2,939
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $820K | Buy |
2,939
+793
| +37% | +$221K | 0.15% | 62 |
|
|
2023
Q4 | $559K | Buy |
+2,146
| New | +$559K | 0.12% | 61 |
|