TFA
Tobias Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
3,629
+991
| +38% | +$352K | 0.22% | 61 |
|
|
2025
Q1 | $924K | Buy |
2,638
+154
| +6% | +$54K | 0.18% | 58 |
|
|
2024
Q4 | $785K | Buy |
2,484
+78
| +3% | +$24.6K | 0.16% | 58 |
|
|
2024
Q3 | $662K | Buy |
2,406
+4
| +0.2% | +$1.1K | 0.13% | 58 |
|
|
2024
Q2 | $631K | Buy |
2,402
+157
| +7% | +$41.2K | 0.14% | 60 |
|
|
2024
Q1 | $627K | Buy |
2,245
+631
| +39% | +$176K | 0.14% | 63 |
|
|
2023
Q4 | $420K | Buy |
1,614
+62
| +4% | +$16.1K | 0.1% | 64 |
|
|
2023
Q3 | $357K | Sell |
1,552
-23
| -1% | -$5.29K | 0.09% | 69 |
|
|
2023
Q2 | $374K | Hold |
1,575
| – | – | 0.1% | 67 |
|
|
2023
Q1 | $355K | Buy |
1,575
+23
| +1% | +$5.19K | 0.1% | 66 |
|
|
2022
Q4 | $322K | Buy |
1,552
+36
| +2% | +$7.48K | 0.11% | 68 |
|
|
2022
Q3 | $269K | Buy |
1,516
+50
| +3% | +$8.87K | 0.09% | 71 |
|
|
2022
Q2 | $289K | Hold |
1,466
| – | – | 0.1% | 67 |
|
|
2022
Q1 | $325K | Buy |
+1,466
| New | +$325K | 0.11% | 59 |
|
|
2021
Q4 | – | Sell |
-1,466
| Closed | -$327K | – | 115 |
|
|
2021
Q3 | $327K | Hold |
1,466
| – | – | 0.12% | 55 |
|
|
2021
Q2 | $343K | Buy |
1,466
+53
| +4% | +$12.4K | 0.14% | 55 |
|
|
2021
Q1 | $299K | Hold |
1,413
| – | – | 0.13% | 56 |
|
|
2020
Q4 | $309K | Hold |
1,413
| – | – | 0.14% | 53 |
|
|
2020
Q3 | $283K | Sell |
1,413
-134
| -9% | -$26.8K | 0.16% | 54 |
|
|
2020
Q2 | $299K | Buy |
1,547
+62
| +4% | +$12K | 0.18% | 51 |
|
|
2020
Q1 | $239K | Hold |
1,485
| – | – | 0.17% | 45 |
|
|
2019
Q4 | $279K | Buy |
+1,485
| New | +$279K | 0.18% | 44 |
|