Transamerica Financial 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 | $5.98M | Sell |
16,842
-718
| -4% | -$255K | 0.56% | 41 |
|
|
2025
Q1 | $6.15M | Sell |
17,560
-225
| -1% | -$78.9K | 0.63% | 33 |
|
|
2024
Q4 | $5.62M | Sell |
17,785
-479
| -3% | -$151K | 0.56% | 43 |
|
|
2024
Q3 | $5.02M | Sell |
18,264
-654
| -3% | -$180K | 0.49% | 56 |
|
|
2024
Q2 | $4.97M | Hold |
18,918
| – | – | 0.53% | 49 |
|
|
2024
Q1 | $5.28M | Buy |
18,918
+17,182
| +990% | +$4.8M | 0.54% | 44 |
|
|
2023
Q4 | $452K | Buy |
1,736
+1,556
| +864% | +$405K | 0.06% | 179 |
|
|
2023
Q3 | $42K | Buy |
180
+179
| +17,900% | +$41.8K | 0.01% | 275 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 586 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 710 |
|
|
2022
Q4 | $1K | Sell |
1
-16
| -94% | -$16K | ﹤0.01% | 658 |
|
|
2022
Q3 | $3K | Sell |
17
-27
| -61% | -$4.77K | ﹤0.01% | 368 |
|
|
2022
Q2 | $9K | Buy |
+44
| New | +$9K | ﹤0.01% | 319 |
|
|
2016
Q3 | – | Sell |
-1
| Closed | -$1K | – | 436 |
|
|
2016
Q2 | $1K | Sell |
1
-9,663
| -100% | -$9.66M | ﹤0.01% | 374 |
|
|
2016
Q1 | $740K | Buy |
9,664
+1
| +0% | +$77 | 0.06% | 187 |
|
|
2015
Q4 | $750K | Buy |
9,663
+1
| +0% | +$78 | 0.06% | 195 |
|
|
2015
Q3 | $674K | Hold |
9,662
| – | – | 0.05% | 187 |
|
|
2015
Q2 | $649K | Sell |
9,662
-200
| -2% | -$13.4K | 0.05% | 208 |
|
|
2015
Q1 | $646K | Buy |
9,862
+46
| +0.5% | +$3.01K | 0.05% | 209 |
|
|
2014
Q4 | $644K | Sell |
9,816
-4,792
| -33% | -$314K | 0.05% | 163 |
|
|
2014
Q3 | $780K | Buy |
14,608
+12
| +0.1% | +$641 | 0.07% | 133 |
|
|
2014
Q2 | $770K | Sell |
14,596
-2,352
| -14% | -$124K | 0.07% | 139 |
|
|
2014
Q1 | $915K | Sell |
16,948
-304
| -2% | -$16.4K | 0.09% | 111 |
|
|
2013
Q4 | $961K | Sell |
17,252
-1,336
| -7% | -$74.4K | 0.1% | 101 |
|
|
2013
Q3 | $888K | Buy |
18,588
+7,416
| +66% | +$354K | 0.12% | 110 |
|
|
2013
Q2 | $511K | Buy |
+11,172
| New | +$511K | 0.08% | 116 |
|