TFA
Toth Financial Advisory’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
48,978
+1,401
| +3% | +$497K | 2.03% | 7 |
|
|
2025
Q1 | $16.7M | Sell |
47,577
-4,359
| -8% | -$1.53M | 2.01% | 7 |
|
|
2024
Q4 | $16.4M | Buy |
51,936
+725
| +1% | +$229K | 1.93% | 7 |
|
|
2024
Q3 | $14.1M | Sell |
51,211
-343
| -0.7% | -$94.3K | 1.66% | 9 |
|
|
2024
Q2 | $13.5M | Buy |
51,554
+270
| +0.5% | +$70.9K | 1.72% | 8 |
|
|
2024
Q1 | $14.3M | Sell |
51,284
-3,024
| -6% | -$844K | 1.79% | 8 |
|
|
2023
Q4 | $14.1M | Buy |
54,308
+196
| +0.4% | +$51K | 1.92% | 8 |
|
|
2023
Q3 | $12.4M | Buy |
54,112
+253
| +0.5% | +$58.2K | 1.9% | 8 |
|
|
2023
Q2 | $12.8M | Buy |
53,859
+2,206
| +4% | +$524K | 1.85% | 8 |
|
|
2023
Q1 | $11.6M | Buy |
51,653
+1,824
| +4% | +$411K | 1.82% | 7 |
|
|
2022
Q4 | $10.4M | Buy |
49,829
+8,086
| +19% | +$1.68M | 1.68% | 12 |
|
|
2022
Q3 | $7.42M | Buy |
41,743
+4,126
| +11% | +$733K | 1.34% | 22 |
|
|
2022
Q2 | $7.41M | Buy |
37,617
+605
| +2% | +$119K | 1.29% | 23 |
|
|
2022
Q1 | $8.21M | Buy |
37,012
+269
| +0.7% | +$59.7K | 1.23% | 24 |
|
|
2021
Q4 | $7.96M | Sell |
36,743
-787
| -2% | -$171K | 1.09% | 30 |
|
|
2021
Q3 | $8.36M | Buy |
37,530
+433
| +1% | +$96.5K | 1.27% | 21 |
|
|
2021
Q2 | $8.67M | Buy |
37,097
+296
| +0.8% | +$69.2K | 1.32% | 20 |
|
|
2021
Q1 | $7.79M | Buy |
36,801
+488
| +1% | +$103K | 1.24% | 23 |
|
|
2020
Q4 | $7.94M | Sell |
36,313
-1,250
| -3% | -$273K | 1.36% | 19 |
|
|
2020
Q3 | $7.51M | Buy |
37,563
+3,454
| +10% | +$691K | 1.44% | 16 |
|
|
2020
Q2 | $6.59M | Buy |
34,109
+2,660
| +8% | +$514K | 1.43% | 17 |
|
|
2020
Q1 | $5.07M | Sell |
31,449
-942
| -3% | -$152K | 1.46% | 19 |
|
|
2019
Q4 | $6.09M | Sell |
32,391
-794
| -2% | -$149K | 1.23% | 30 |
|
|
2019
Q3 | $5.71M | Sell |
33,185
-554
| -2% | -$95.3K | 1.25% | 30 |
|
|
2019
Q2 | $5.86M | Buy |
33,739
+649
| +2% | +$113K | 1.31% | 29 |
|
|
2019
Q1 | $5.17M | Buy |
33,090
+2,850
| +9% | +$445K | 1.21% | 31 |
|
|
2018
Q4 | $3.99M | Buy |
30,240
+1,667
| +6% | +$220K | 1.09% | 38 |
|
|
2018
Q3 | $4.29M | Sell |
28,573
-2,495
| -8% | -$375K | 0.95% | 40 |
|
|
2018
Q2 | $4.12M | Buy |
31,068
+401
| +1% | +$53.1K | 0.96% | 41 |
|
|
2018
Q1 | $3.67M | Sell |
30,667
-1,992
| -6% | -$238K | 0.89% | 44 |
|
|
2017
Q4 | $3.72M | Buy |
32,659
+961
| +3% | +$110K | 0.88% | 45 |
|
|
2017
Q3 | $3.34M | Buy |
31,698
+1,509
| +5% | +$159K | 0.84% | 49 |
|
|
2017
Q2 | $2.83M | Buy |
30,189
+2,946
| +11% | +$276K | 0.74% | 55 |
|
|
2017
Q1 | $2.42M | Buy |
27,243
+3,608
| +15% | +$321K | 0.64% | 60 |
|
|
2016
Q4 | $1.84M | Buy |
23,635
+3,225
| +16% | +$252K | 0.53% | 65 |
|
|
2016
Q3 | $1.69M | Buy |
20,410
+3,673
| +22% | +$304K | 0.5% | 64 |
|
|
2016
Q2 | $1.24M | Buy |
16,737
+12,691
| +314% | +$941K | 0.38% | 68 |
|
|
2016
Q1 | $309K | Buy |
+4,046
| New | +$309K | 0.1% | 102 |
|