Semmax 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 | $3.7M | Buy |
10,992
+40
| +0.4% | +$13.5K | 0.95% | 43 |
|
|
2025
Q1 | $3.86M | Sell |
10,952
-972
| -8% | -$343K | 1.04% | 39 |
|
|
2024
Q4 | $4.25M | Sell |
11,924
-1,906
| -14% | -$679K | 1.13% | 32 |
|
|
2024
Q3 | $4.29M | Buy |
13,830
+338
| +3% | +$105K | 1.18% | 32 |
|
|
2024
Q2 | $3.52M | Buy |
13,492
+1,663
| +14% | +$433K | 1.06% | 41 |
|
|
2024
Q1 | $3.3M | Buy |
11,829
+1,444
| +14% | +$403K | 1.09% | 41 |
|
|
2023
Q4 | $2.87M | Buy |
10,385
+700
| +7% | +$193K | 1.04% | 38 |
|
|
2023
Q3 | $2.37M | Buy |
+9,685
| New | +$2.37M | 0.95% | 42 |
|
|
2022
Q4 | $1.55M | Sell |
6,952
-164
| -2% | -$36.6K | 0.62% | 48 |
|
|
2022
Q3 | $1.42M | Sell |
7,116
-513
| -7% | -$103K | 0.6% | 46 |
|
|
2022
Q2 | $1.62M | Sell |
7,629
-681
| -8% | -$144K | 0.66% | 50 |
|
|
2022
Q1 | $1.84M | Sell |
8,310
-932
| -10% | -$207K | 0.73% | 56 |
|
|
2021
Q4 | $2M | Sell |
9,242
-2,343
| -20% | -$508K | 0.74% | 57 |
|
|
2021
Q3 | $2.58M | Sell |
11,585
-1,004
| -8% | -$224K | 0.89% | 51 |
|
|
2021
Q2 | $2.94M | Buy |
12,589
+180
| +1% | +$42.1K | 0.94% | 46 |
|
|
2021
Q1 | $2.63M | Buy |
12,409
+1,654
| +15% | +$350K | 0.94% | 44 |
|
|
2020
Q4 | $2.35M | Buy |
10,755
+1,097
| +11% | +$240K | 0.97% | 41 |
|
|
2020
Q3 | $1.93M | Buy |
9,658
+725
| +8% | +$145K | 0.92% | 46 |
|
|
2020
Q2 | $1.73M | Buy |
8,933
+1,265
| +16% | +$244K | 0.9% | 44 |
|
|
2020
Q1 | $1.24M | Sell |
7,668
-413
| -5% | -$66.5K | 0.78% | 44 |
|
|
2019
Q4 | $1.52M | Buy |
8,081
+637
| +9% | +$120K | 0.84% | 41 |
|
|
2019
Q3 | $1.28M | Buy |
7,444
+1,104
| +17% | +$190K | 0.77% | 48 |
|
|
2019
Q2 | $1.1M | Buy |
6,340
+1,596
| +34% | +$277K | 0.71% | 50 |
|
|
2019
Q1 | $741K | Buy |
4,744
+2,114
| +80% | +$330K | 0.51% | 52 |
|
|
2018
Q4 | $347K | Buy |
+2,630
| New | +$347K | 0.27% | 82 |
|