Steward Partners Investment Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.1M | Buy |
279,219
+8,953
| +3% | +$3.18M | 0.77% | 15 |
|
|
2025
Q1 | $94.7M | Sell |
270,266
-1,006
| -0.4% | -$353K | 0.84% | 16 |
|
|
2024
Q4 | $85.7M | Sell |
271,272
-9,595
| -3% | -$3.03M | 0.76% | 19 |
|
|
2024
Q3 | $77.2M | Buy |
280,867
+42,268
| +18% | +$11.6M | 0.71% | 22 |
|
|
2024
Q2 | $62.6M | Buy |
238,599
+6,487
| +3% | +$1.7M | 0.66% | 23 |
|
|
2024
Q1 | $64.8M | Buy |
232,112
+44,109
| +23% | +$12.3M | 0.71% | 18 |
|
|
2023
Q4 | $48.9M | Buy |
188,003
+3,736
| +2% | +$973K | 0.66% | 20 |
|
|
2023
Q3 | $42.4M | Buy |
184,267
+7,900
| +4% | +$1.82M | 0.65% | 22 |
|
|
2023
Q2 | $41.9M | Buy |
176,367
+9,266
| +6% | +$2.2M | 0.63% | 25 |
|
|
2023
Q1 | $37.7M | Buy |
167,101
+1,163
| +0.7% | +$262K | 0.6% | 26 |
|
|
2022
Q4 | $34.5M | Sell |
165,938
-4,125
| -2% | -$857K | 0.59% | 27 |
|
|
2022
Q3 | $30.2M | Buy |
170,063
+17,479
| +11% | +$3.11M | 0.56% | 26 |
|
|
2022
Q2 | $30M | Sell |
152,584
-681
| -0.4% | -$134K | 0.55% | 28 |
|
|
2022
Q1 | $34M | Buy |
153,265
+3,288
| +2% | +$729K | 0.53% | 32 |
|
|
2021
Q4 | $32.5M | Buy |
149,977
+16,132
| +12% | +$3.5M | 0.49% | 32 |
|
|
2021
Q3 | $29.8M | Buy |
133,845
+15,578
| +13% | +$3.47M | 0.51% | 33 |
|
|
2021
Q2 | $27.7M | Sell |
118,267
-10,725
| -8% | -$2.51M | 0.47% | 34 |
|
|
2021
Q1 | $27.3M | Buy |
128,992
+15,918
| +14% | +$3.37M | 0.48% | 41 |
|
|
2020
Q4 | $24.7M | Sell |
113,074
-1,099
| -1% | -$240K | 0.54% | 36 |
|
|
2020
Q3 | $22.8M | Buy |
114,173
+10,805
| +10% | +$2.16M | 0.58% | 32 |
|
|
2020
Q2 | $20M | Buy |
103,368
+3,498
| +4% | +$676K | 0.57% | 31 |
|
|
2020
Q1 | $16.1M | Sell |
99,870
-42,228
| -30% | -$6.8M | 0.59% | 32 |
|
|
2019
Q4 | $26.7M | Buy |
142,098
+5,735
| +4% | +$1.08M | 0.79% | 21 |
|
|
2019
Q3 | $23.5M | Buy |
136,363
+23,447
| +21% | +$4.03M | 0.79% | 22 |
|
|
2019
Q2 | $19.6M | Buy |
112,916
+1,164
| +1% | +$202K | 0.72% | 28 |
|
|
2019
Q1 | $17.5M | Buy |
111,752
+2,498
| +2% | +$390K | 0.74% | 32 |
|
|
2018
Q4 | $14.4M | Buy |
109,254
+33,610
| +44% | +$4.43M | 0.7% | 33 |
|
|
2018
Q3 | $11.4M | Buy |
75,644
+9,838
| +15% | +$1.48M | 0.54% | 31 |
|
|
2018
Q2 | $8.72M | Buy |
65,806
+19,092
| +41% | +$2.53M | 0.52% | 36 |
|
|
2018
Q1 | $5.59M | Buy |
46,714
+8,720
| +23% | +$1.04M | 0.38% | 56 |
|
|
2017
Q4 | $4.33M | Buy |
37,994
+23,456
| +161% | +$2.67M | 0.33% | 74 |
|
|
2017
Q3 | $1.53M | Buy |
14,538
+6,761
| +87% | +$712K | 0.16% | 140 |
|
|
2017
Q2 | $729K | Buy |
7,777
+376
| +5% | +$35.2K | 0.08% | 218 |
|
|
2017
Q1 | $657K | Buy |
+7,401
| New | +$657K | 0.1% | 174 |
|