TFA
Teamwork Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Sell |
6,687
-424
| -6% | -$151K | 0.28% | 59 |
|
|
2025
Q1 | $2.49M | Sell |
7,111
-1,145
| -14% | -$401K | 0.33% | 55 |
|
|
2024
Q4 | $2.61M | Sell |
8,256
-6
| -0.1% | -$1.9K | 0.34% | 51 |
|
|
2024
Q3 | $2.27M | Sell |
8,262
-3,649
| -31% | -$1M | 0.31% | 50 |
|
|
2024
Q2 | $3.13M | Sell |
11,911
-34,265
| -74% | -$8.99M | 0.46% | 43 |
|
|
2024
Q1 | $12.9M | Buy |
46,176
+7,696
| +20% | +$2.15M | 1.98% | 12 |
|
|
2023
Q4 | $10M | Buy |
38,480
+18,809
| +96% | +$4.9M | 1.72% | 11 |
|
|
2023
Q3 | $4.52M | Sell |
19,671
-208
| -1% | -$47.8K | 0.74% | 35 |
|
|
2023
Q2 | $4.72M | Sell |
19,879
-786
| -4% | -$187K | 0.77% | 32 |
|
|
2023
Q1 | $4.66M | Sell |
20,665
-2,044
| -9% | -$461K | 0.86% | 31 |
|
|
2022
Q4 | $4.72M | Sell |
22,709
-2,999
| -12% | -$623K | 0.95% | 23 |
|
|
2022
Q3 | $4.57M | Buy |
25,708
+1,282
| +5% | +$228K | 0.98% | 16 |
|
|
2022
Q2 | $4.81M | Sell |
24,426
-10,725
| -31% | -$2.11M | 1.05% | 15 |
|
|
2022
Q1 | $7.8M | Sell |
35,151
-25,330
| -42% | -$5.62M | 1.45% | 9 |
|
|
2021
Q4 | $13.1M | Sell |
60,481
-19,900
| -25% | -$4.31M | 2.41% | 3 |
|
|
2021
Q3 | $17.9M | Buy |
80,381
+393
| +0.5% | +$87.5K | 3.54% | 3 |
|
|
2021
Q2 | $18.7M | Sell |
79,988
-7,349
| -8% | -$1.72M | 3.82% | 4 |
|
|
2021
Q1 | $18.5M | Sell |
87,337
-1,169
| -1% | -$248K | 4.34% | 3 |
|
|
2020
Q4 | $19.4M | Buy |
88,506
+5,201
| +6% | +$1.14M | 4.6% | 4 |
|
|
2020
Q3 | $16.7M | Buy |
83,305
+1,774
| +2% | +$355K | 5.16% | 2 |
|
|
2020
Q2 | $15.7M | Buy |
81,531
+7,113
| +10% | +$1.37M | 5.64% | 2 |
|
|
2020
Q1 | $12M | Buy |
74,418
+13,345
| +22% | +$2.15M | 7.43% | 2 |
|
|
2019
Q4 | $11.5M | Buy |
+61,073
| New | +$11.5M | 6.87% | 2 |
|