Stratos 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 | $13.1M | Sell |
36,813
-1,102
| -3% | -$391K | 0.69% | 30 |
|
|
2025
Q1 | $13.3M | Sell |
37,915
-476
| -1% | -$167K | 0.73% | 33 |
|
|
2024
Q4 | $12.1M | Buy |
38,391
+571
| +2% | +$180K | 0.58% | 41 |
|
|
2024
Q3 | $10.4M | Buy |
37,820
+96
| +0.3% | +$26.4K | 0.48% | 50 |
|
|
2024
Q2 | $9.9M | Buy |
37,724
+5,179
| +16% | +$1.36M | 0.49% | 50 |
|
|
2024
Q1 | $9.08M | Buy |
32,545
+500
| +2% | +$140K | 0.54% | 38 |
|
|
2023
Q4 | $8.34M | Buy |
32,045
+185
| +0.6% | +$48.2K | 0.48% | 39 |
|
|
2023
Q3 | $7.33M | Buy |
31,860
+2,905
| +10% | +$668K | 0.48% | 39 |
|
|
2023
Q2 | $6.88M | Buy |
28,955
+1,835
| +7% | +$436K | 0.49% | 41 |
|
|
2023
Q1 | $6.11M | Sell |
27,120
-232
| -0.8% | -$52.3K | 0.47% | 47 |
|
|
2022
Q4 | $5.68M | Buy |
27,352
+21,197
| +344% | +$4.4M | 0.47% | 44 |
|
|
2022
Q3 | $1.09M | Sell |
6,155
-272
| -4% | -$48.3K | 0.12% | 233 |
|
|
2022
Q2 | $1.27M | Sell |
6,427
-478
| -7% | -$94.1K | 0.11% | 224 |
|
|
2022
Q1 | $1.53M | Sell |
6,905
-1,093
| -14% | -$242K | 0.12% | 205 |
|
|
2021
Q4 | $1.73M | Buy |
7,998
+407
| +5% | +$88.2K | 0.12% | 206 |
|
|
2021
Q3 | $1.69M | Sell |
7,591
-798
| -10% | -$178K | 0.14% | 185 |
|
|
2021
Q2 | $1.96M | Buy |
8,389
+2,278
| +37% | +$533K | 0.17% | 155 |
|
|
2021
Q1 | $1.29M | Buy |
6,111
+266
| +5% | +$56.3K | 0.14% | 184 |
|
|
2020
Q4 | $1.28M | Buy |
5,845
+1,311
| +29% | +$287K | 0.18% | 137 |
|
|
2020
Q3 | $907K | Buy |
4,534
+722
| +19% | +$144K | 0.22% | 114 |
|
|
2020
Q2 | $736K | Sell |
3,812
-927
| -20% | -$179K | 0.23% | 107 |
|
|
2020
Q1 | $764K | Buy |
4,739
+905
| +24% | +$146K | 0.54% | 50 |
|
|
2019
Q4 | $720K | Sell |
3,834
-2,358
| -38% | -$443K | 0.41% | 59 |
|
|
2019
Q3 | $1.07M | Sell |
6,192
-258
| -4% | -$44.4K | 0.41% | 62 |
|
|
2019
Q2 | $1.12M | Buy |
6,450
+269
| +4% | +$46.7K | 0.45% | 57 |
|
|
2019
Q1 | $965K | Sell |
6,181
-211
| -3% | -$32.9K | 0.52% | 51 |
|
|
2018
Q4 | $843K | Buy |
+6,392
| New | +$843K | 0.56% | 53 |
|