TRUE Private Wealth 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 | $1.47M | Buy |
4,148
+138
| +3% | +$49K | 0.17% | 89 |
|
|
2025
Q1 | $1.41M | Sell |
4,010
-1
| -0% | -$351 | 0.17% | 80 |
|
|
2024
Q4 | $1.27M | Sell |
4,011
-61
| -1% | -$19.3K | 0.15% | 85 |
|
|
2024
Q3 | $1.12M | Sell |
4,072
-855
| -17% | -$235K | 0.13% | 89 |
|
|
2024
Q2 | $1.29M | Buy |
4,927
+30
| +0.6% | +$7.88K | 0.15% | 86 |
|
|
2024
Q1 | $1.37M | Sell |
4,897
-1,464
| -23% | -$409K | 0.16% | 80 |
|
|
2023
Q4 | $1.66M | Sell |
6,361
-179
| -3% | -$46.6K | 0.21% | 68 |
|
|
2023
Q3 | $1.5M | Buy |
6,540
+374
| +6% | +$86K | 0.21% | 72 |
|
|
2023
Q2 | $1.46M | Sell |
6,166
-19
| -0.3% | -$4.51K | 0.22% | 66 |
|
|
2023
Q1 | $1.39M | Buy |
6,185
+14
| +0.2% | +$3.16K | 0.21% | 63 |
|
|
2022
Q4 | $1.28M | Buy |
6,171
+42
| +0.7% | +$8.73K | 0.2% | 60 |
|
|
2022
Q3 | $1.09M | Sell |
6,129
-160
| -3% | -$28.4K | 0.16% | 63 |
|
|
2022
Q2 | $1.24M | Sell |
6,289
-39
| -0.6% | -$7.68K | 0.18% | 65 |
|
|
2022
Q1 | $1.36M | Buy |
6,328
+360
| +6% | +$77.2K | 0.19% | 66 |
|
|
2021
Q4 | $1.29M | Sell |
5,968
-1,556
| -21% | -$337K | 0.18% | 78 |
|
|
2021
Q3 | $1.68M | Sell |
7,524
-401
| -5% | -$89.3K | 0.24% | 67 |
|
|
2021
Q2 | $1.85M | Sell |
7,925
-60
| -0.8% | -$14K | 0.28% | 61 |
|
|
2021
Q1 | $1.69M | Buy |
7,985
+931
| +13% | +$197K | 0.27% | 60 |
|
|
2020
Q4 | $1.54M | Buy |
7,054
+850
| +14% | +$186K | 0.26% | 62 |
|
|
2020
Q3 | $1.24M | Buy |
6,204
+349
| +6% | +$69.8K | 0.21% | 73 |
|
|
2020
Q2 | $1.13M | Buy |
5,855
+622
| +12% | +$120K | 0.21% | 74 |
|
|
2020
Q1 | $843K | Sell |
5,233
-1,306
| -20% | -$210K | 0.18% | 71 |
|
|
2019
Q4 | $1.23M | Buy |
6,539
+1,158
| +22% | +$217K | 0.19% | 73 |
|
|
2019
Q3 | $925K | Sell |
5,381
-77
| -1% | -$13.2K | 0.16% | 83 |
|
|
2019
Q2 | $947K | Sell |
5,458
-257
| -4% | -$44.6K | 0.16% | 80 |
|
|
2019
Q1 | $892K | Sell |
5,715
-6,480
| -53% | -$1.01M | 0.17% | 85 |
|
|
2018
Q4 | $1.61M | Buy |
12,195
+158
| +1% | +$20.8K | 0.28% | 67 |
|
|
2018
Q3 | $1.81M | Buy |
12,037
+87
| +0.7% | +$13.1K | 0.25% | 72 |
|
|
2018
Q2 | $1.58M | Buy |
11,950
+4,608
| +63% | +$610K | 0.25% | 73 |
|
|
2018
Q1 | $878K | Buy |
7,342
+336
| +5% | +$40.2K | 0.15% | 92 |
|
|
2017
Q4 | $798K | Buy |
+7,006
| New | +$798K | 0.14% | 94 |
|