Stratos Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
52,326
+2,312
| +5% | +$821K | 0.25% | 84 |
|
|
2025
Q1 | $17.5M | Sell |
50,014
-7,873
| -14% | -$2.76M | 0.27% | 76 |
|
|
2024
Q4 | $18.3M | Sell |
57,887
-1,659
| -3% | -$524K | 0.26% | 76 |
|
|
2024
Q3 | $16.4M | Sell |
59,546
-7,420
| -11% | -$2.04M | 0.24% | 87 |
|
|
2024
Q2 | $17.6M | Buy |
66,966
+1,025
| +2% | +$269K | 0.28% | 66 |
|
|
2024
Q1 | $18.4M | Buy |
65,941
+2,387
| +4% | +$666K | 0.31% | 65 |
|
|
2023
Q4 | $16.5M | Buy |
63,554
+1,664
| +3% | +$433K | 0.31% | 59 |
|
|
2023
Q3 | $14.2M | Buy |
61,890
+4,498
| +8% | +$1.03M | 0.31% | 55 |
|
|
2023
Q2 | $13.6M | Buy |
57,392
+11,650
| +25% | +$2.77M | 0.31% | 61 |
|
|
2023
Q1 | $10.3M | Sell |
45,742
-9,450
| -17% | -$2.13M | 0.27% | 67 |
|
|
2022
Q4 | $11.5M | Sell |
55,192
-494
| -0.9% | -$103K | 0.29% | 72 |
|
|
2022
Q3 | $9.89M | Sell |
55,686
-3,512
| -6% | -$624K | 0.28% | 74 |
|
|
2022
Q2 | $11.7M | Buy |
59,198
+3,445
| +6% | +$678K | 0.29% | 74 |
|
|
2022
Q1 | $12.4M | Buy |
55,753
+3,757
| +7% | +$833K | 0.28% | 82 |
|
|
2021
Q4 | $11.3M | Sell |
51,996
-32
| -0.1% | -$6.94K | 0.25% | 84 |
|
|
2021
Q3 | $11.6M | Buy |
52,028
+2,927
| +6% | +$652K | 0.3% | 66 |
|
|
2021
Q2 | $11.5M | Buy |
49,101
+1,501
| +3% | +$351K | 0.29% | 69 |
|
|
2021
Q1 | $10.1M | Sell |
47,600
-1,268
| -3% | -$268K | 0.28% | 76 |
|
|
2020
Q4 | $10.7M | Buy |
48,868
+313
| +0.6% | +$68.5K | 0.32% | 64 |
|
|
2020
Q3 | $9.71M | Sell |
48,555
-18
| -0% | -$3.6K | 0.32% | 69 |
|
|
2020
Q2 | $9.38M | Buy |
48,573
+2,329
| +5% | +$450K | 0.33% | 66 |
|
|
2020
Q1 | $7.45M | Buy |
46,244
+9,720
| +27% | +$1.57M | 0.34% | 63 |
|
|
2019
Q4 | $6.86M | Buy |
36,524
+2,024
| +6% | +$380K | 0.27% | 77 |
|
|
2019
Q3 | $5.93M | Buy |
34,500
+540
| +2% | +$92.9K | 0.26% | 80 |
|
|
2019
Q2 | $5.89M | Buy |
33,960
+2,086
| +7% | +$362K | 0.26% | 77 |
|
|
2019
Q1 | $4.98M | Buy |
31,874
+2,505
| +9% | +$391K | 0.22% | 96 |
|
|
2018
Q4 | $3.88M | Sell |
29,369
-1,624
| -5% | -$214K | 0.2% | 106 |
|
|
2018
Q3 | $4.65M | Sell |
30,993
-9,883
| -24% | -$1.48M | 0.21% | 99 |
|
|
2018
Q2 | $5.41M | Sell |
40,876
-1,774
| -4% | -$235K | 0.24% | 77 |
|
|
2018
Q1 | $5.1M | Buy |
42,650
+1,688
| +4% | +$202K | 0.21% | 105 |
|
|
2017
Q4 | $4.67M | Buy |
40,962
+883
| +2% | +$101K | 0.21% | 102 |
|
|
2017
Q3 | $4.22M | Sell |
40,079
-1,133
| -3% | -$119K | 0.2% | 113 |
|
|
2017
Q2 | $3.87M | Buy |
41,212
+8,626
| +26% | +$809K | 0.2% | 113 |
|
|
2017
Q1 | $2.9M | Buy |
32,586
+4,174
| +15% | +$371K | 0.16% | 131 |
|
|
2016
Q4 | $2.22M | Buy |
28,412
+1,487
| +6% | +$116K | 0.14% | 151 |
|
|
2016
Q3 | $2.23M | Sell |
26,925
-3,329
| -11% | -$275K | 0.15% | 133 |
|
|
2016
Q2 | $2.24M | Sell |
30,254
-3,798
| -11% | -$282K | 0.17% | 121 |
|
|
2016
Q1 | $2.6M | Buy |
34,052
+8,596
| +34% | +$657K | 0.22% | 83 |
|
|
2015
Q4 | $1.97M | Buy |
25,456
+10,557
| +71% | +$819K | 0.16% | 110 |
|
|
2015
Q3 | $1.04M | Buy |
14,899
+4,319
| +41% | +$301K | 0.13% | 142 |
|
|
2015
Q2 | $710K | Sell |
10,580
-3,328
| -24% | -$223K | 0.09% | 195 |
|
|
2015
Q1 | $909K | Buy |
13,908
+2,292
| +20% | +$150K | 0.11% | 183 |
|
|
2014
Q4 | $761K | Buy |
11,616
+524
| +5% | +$34.3K | 0.14% | 156 |
|
|
2014
Q3 | $592K | Buy |
11,092
+2,060
| +23% | +$110K | 0.14% | 146 |
|
|
2014
Q2 | $477K | Buy |
+9,032
| New | +$477K | 0.16% | 162 |
|