U.S. Capital 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 | $18.9M | Buy |
53,369
+647
| +1% | +$230K | 0.55% | 37 |
|
|
2025
Q1 | $18.5M | Sell |
52,722
-3,550
| -6% | -$1.24M | 0.57% | 36 |
|
|
2024
Q4 | $17.8M | Buy |
56,272
+2,518
| +5% | +$796K | 0.55% | 34 |
|
|
2024
Q3 | $14.8M | Sell |
53,754
-2,179
| -4% | -$599K | 0.52% | 45 |
|
|
2024
Q2 | $14.7M | Sell |
55,933
-609
| -1% | -$160K | 0.56% | 39 |
|
|
2024
Q1 | $15.8M | Sell |
56,542
-4,493
| -7% | -$1.25M | 0.61% | 32 |
|
|
2023
Q4 | $15.9M | Sell |
61,035
-3,375
| -5% | -$879K | 0.63% | 28 |
|
|
2023
Q3 | $14.8M | Buy |
64,410
+1,415
| +2% | +$325K | 0.67% | 27 |
|
|
2023
Q2 | $15M | Buy |
62,995
+2,370
| +4% | +$563K | 0.71% | 28 |
|
|
2023
Q1 | $13.7M | Buy |
60,625
+10,026
| +20% | +$2.26M | 0.63% | 27 |
|
|
2022
Q4 | $10.5M | Sell |
50,599
-392
| -0.8% | -$81.4K | 0.49% | 32 |
|
|
2022
Q3 | $9.06M | Sell |
50,991
-192
| -0.4% | -$34.1K | 0.46% | 36 |
|
|
2022
Q2 | $10.1M | Sell |
51,183
-3,932
| -7% | -$774K | 0.44% | 41 |
|
|
2022
Q1 | $12.2M | Sell |
55,115
-1,367
| -2% | -$303K | 0.45% | 41 |
|
|
2021
Q4 | $12.2M | Buy |
56,482
+81
| +0.1% | +$17.6K | 0.48% | 45 |
|
|
2021
Q3 | $12.6M | Buy |
+56,401
| New | +$12.6M | 0.54% | 39 |
|