Soltis Investment 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 | $6.66M | Buy |
18,745
+1,135
| +6% | +$403K | 0.52% | 47 |
|
|
2025
Q1 | $6.17M | Sell |
17,610
-1,555
| -8% | -$545K | 0.55% | 45 |
|
|
2024
Q4 | $6.06M | Sell |
19,165
-3,545
| -16% | -$1.12M | 0.56% | 44 |
|
|
2024
Q3 | $6.24M | Buy |
22,710
+20,189
| +801% | +$5.55M | 0.61% | 45 |
|
|
2024
Q2 | $662K | Sell |
2,521
-11,358
| -82% | -$2.98M | 0.07% | 180 |
|
|
2024
Q1 | $3.87M | Buy |
13,879
+1,603
| +13% | +$447K | 0.43% | 75 |
|
|
2023
Q4 | $3.2M | Buy |
12,276
+10,443
| +570% | +$2.72M | 0.36% | 85 |
|
|
2023
Q3 | $422K | Buy |
1,833
+113
| +7% | +$26K | 0.05% | 182 |
|
|
2023
Q2 | $408K | Buy |
1,720
+50
| +3% | +$11.9K | 0.05% | 186 |
|
|
2023
Q1 | $377K | Sell |
1,670
-10,897
| -87% | -$2.46M | 0.05% | 188 |
|
|
2022
Q4 | $2.61M | Buy |
12,567
+5,257
| +72% | +$1.09M | 0.34% | 82 |
|
|
2022
Q3 | $1.3M | Buy |
7,310
+6,137
| +523% | +$1.09M | 0.2% | 113 |
|
|
2022
Q2 | $231K | Buy |
1,173
+248
| +27% | +$48.8K | 0.03% | 213 |
|
|
2022
Q1 | $205K | Buy |
+925
| New | +$205K | 0.03% | 240 |
|