San Luis Wealth 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 | $3.5M | Sell |
9,855
-1,875
| -16% | -$666K | 0.75% | 39 |
|
|
2025
Q1 | $4.11M | Sell |
11,730
-6,793
| -37% | -$2.38M | 0.93% | 28 |
|
|
2024
Q4 | $5.85M | Buy |
18,523
+3,620
| +24% | +$1.14M | 1.11% | 24 |
|
|
2024
Q3 | $4.1M | Buy |
14,903
+530
| +4% | +$146K | 0.85% | 33 |
|
|
2024
Q2 | $3.77M | Sell |
14,373
-1,582
| -10% | -$415K | 0.91% | 35 |
|
|
2024
Q1 | $4.45M | Sell |
15,955
-204
| -1% | -$56.9K | 2.34% | 9 |
|
|
2023
Q4 | $4.21M | Buy |
16,159
+2,422
| +18% | +$631K | 1.78% | 14 |
|
|
2023
Q3 | $3.16M | Sell |
13,737
-2,191
| -14% | -$504K | 1.52% | 16 |
|
|
2023
Q2 | $3.78M | Sell |
15,928
-2,496
| -14% | -$593K | 1.33% | 17 |
|
|
2023
Q1 | $4.15M | Buy |
18,424
+2,742
| +17% | +$618K | 1.59% | 15 |
|
|
2022
Q4 | $3.26M | Buy |
15,682
+6,513
| +71% | +$1.35M | 3.04% | 9 |
|
|
2022
Q3 | $1.63M | Buy |
9,169
+4,057
| +79% | +$721K | 1.71% | 17 |
|
|
2022
Q2 | $1.01M | Buy |
5,112
+3,099
| +154% | +$610K | 1.16% | 24 |
|
|
2022
Q1 | $436K | Sell |
2,013
-6
| -0.3% | -$1.3K | 0.21% | 93 |
|
|
2021
Q4 | $438K | Sell |
2,019
-2,899
| -59% | -$629K | 0.45% | 50 |
|
|
2021
Q3 | $1.1M | Buy |
+4,918
| New | +$1.1M | 0.61% | 46 |
|
|
2020
Q4 | $234K | Buy |
+1,068
| New | +$234K | 0.15% | 118 |
|