TA
TruWealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
66,874
+10,163
| +18% | +$3.61M | 1.31% | 25 |
|
|
2025
Q1 | $19.9M | Buy |
56,711
+1,164
| +2% | +$408K | 1.2% | 28 |
|
|
2024
Q4 | $17.6M | Buy |
55,547
+909
| +2% | +$287K | 1.06% | 31 |
|
|
2024
Q3 | $15M | Buy |
54,638
+1,307
| +2% | +$359K | 0.92% | 34 |
|
|
2024
Q2 | $14M | Buy |
53,331
+2,006
| +4% | +$527K | 0.93% | 32 |
|
|
2024
Q1 | $14.3M | Buy |
51,325
+2,111
| +4% | +$589K | 1% | 31 |
|
|
2023
Q4 | $12.8M | Buy |
49,214
+979
| +2% | +$255K | 0.98% | 35 |
|
|
2023
Q3 | $11.1M | Sell |
48,235
-28,309
| -37% | -$6.51M | 0.95% | 33 |
|
|
2023
Q2 | $18.2M | Buy |
76,544
+1,045
| +1% | +$248K | 1.56% | 21 |
|
|
2023
Q1 | $17M | Buy |
75,499
+15,192
| +25% | +$3.43M | 1.56% | 20 |
|
|
2022
Q4 | $12.5M | Buy |
60,307
+877
| +1% | +$182K | 1.22% | 22 |
|
|
2022
Q3 | $10.6M | Buy |
59,430
+2,139
| +4% | +$380K | 1.12% | 24 |
|
|
2022
Q2 | $11.3M | Buy |
57,291
+4,115
| +8% | +$810K | 1.21% | 24 |
|
|
2022
Q1 | $11.8M | Sell |
53,176
-1,261
| -2% | -$280K | 1.23% | 24 |
|
|
2021
Q4 | $11.8M | Buy |
54,437
+2,411
| +5% | +$522K | 1.19% | 23 |
|
|
2021
Q3 | $11.6M | Buy |
52,026
+888
| +2% | +$198K | 1.29% | 20 |
|
|
2021
Q2 | $12M | Buy |
51,138
+1,064
| +2% | +$249K | 1.4% | 20 |
|
|
2021
Q1 | $10.6M | Buy |
50,074
+2,084
| +4% | +$441K | 1.44% | 18 |
|
|
2020
Q4 | $10.5M | Buy |
+47,990
| New | +$10.5M | 1.57% | 17 |
|