United Capital Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1M | Sell |
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|
2025
Q1 | $95.6M | Sell |
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|
2024
Q4 | $92.1M | Sell |
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|
2024
Q3 | $89.7M | Sell |
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|
2024
Q2 | $87.1M | Sell |
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|
2024
Q1 | $107M | Sell |
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|
2023
Q4 | $105M | Sell |
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|
2023
Q3 | $126M | Sell |
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|
2023
Q2 | $143M | Sell |
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|
2023
Q1 | $137M | Sell |
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|
2022
Q4 | $128M | Sell |
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|
2022
Q3 | $111M | Sell |
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|
2022
Q2 | $126M | Buy |
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|
2022
Q1 | $140M | Buy |
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|
2021
Q4 | $136M | Sell |
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|
2021
Q3 | $140M | Buy |
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|
2021
Q2 | $89.5M | Buy |
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|
2021
Q1 | $80.8M | Buy |
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|
2020
Q4 | $83M | Buy |
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|
2020
Q3 | $70.7M | Sell |
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|
2020
Q2 | $68.5M | Sell |
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|
2020
Q1 | $91.2M | Buy |
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|
2019
Q4 | $102M | Buy |
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|
2019
Q3 | $88.8M | Sell |
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|
2019
Q2 | $94.2M | Buy |
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|
2019
Q1 | $83.8M | Buy |
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|
2018
Q4 | $69.5M | Sell |
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|
2018
Q3 | $82M | Sell |
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|
2018
Q2 | $72.5M | Sell |
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|
2018
Q1 | $67.6M | Buy |
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|
2017
Q4 | $63.6M | Buy |
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|
2017
Q3 | $46.4M | Buy |
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|
2017
Q2 | $40.5M | Buy |
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|
2017
Q1 | $37.5M | Sell |
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|
2016
Q4 | $33M | Buy |
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|
2016
Q3 | $34.9M | Buy |
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|
2016
Q2 | $28M | Buy |
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|
2016
Q1 | $26.3M | Buy |
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|
2015
Q4 | $26.1M | Sell |
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|
2015
Q3 | $23.9M | Buy |
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|
2015
Q2 | $22.4M | Buy |
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|
2015
Q1 | $21.9M | Sell |
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|
2014
Q4 | $24.2M | Sell |
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|
2014
Q3 | $22.9M | Buy |
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|
2014
Q2 | $22.5M | Buy |
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|
2014
Q1 | $22.7M | Buy |
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|
2013
Q4 | $19.4M | Sell |
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|
2013
Q3 | $22.8M | Buy |
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|
2013
Q2 | $15.9M | Buy |
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