Source Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $490K | Sell |
|
|||||
|
2024
Q2 | $486K | Buy |
|
|||||
|
2024
Q1 | $511K | Sell |
|
|||||
|
2023
Q4 | $550K | Buy |
|
|||||
|
2023
Q3 | $484K | Buy |
|
|||||
|
2023
Q2 | $491K | Buy |
|
|||||
|
2023
Q1 | $281K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $221K | Buy |
|
|||||
|
2021
Q2 | $230K | Sell |
|
|||||
|
2021
Q1 | $218K | Sell |
|
|||||
|
2020
Q4 | $680K | Buy |
|