VA
Valmark Advisers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
7,081
+469
| +7% | +$167K | 0.04% | 188 |
|
|
2025
Q1 | $2.32M | Sell |
6,612
-639
| -9% | -$224K | 0.04% | 187 |
|
|
2024
Q4 | $2.29M | Buy |
7,251
+30
| +0.4% | +$9.48K | 0.04% | 187 |
|
|
2024
Q3 | $1.99M | Buy |
7,221
+407
| +6% | +$112K | 0.03% | 196 |
|
|
2024
Q2 | $1.79M | Buy |
6,814
+1,086
| +19% | +$285K | 0.03% | 192 |
|
|
2024
Q1 | $1.6M | Buy |
5,728
+653
| +13% | +$182K | 0.03% | 200 |
|
|
2023
Q4 | $1.32M | Buy |
5,075
+2,032
| +67% | +$529K | 0.02% | 207 |
|
|
2023
Q3 | $700K | Buy |
3,043
+7
| +0.2% | +$1.61K | 0.01% | 276 |
|
|
2023
Q2 | $721K | Buy |
3,036
+93
| +3% | +$22.1K | 0.01% | 273 |
|
|
2023
Q1 | $664K | Buy |
2,943
+71
| +2% | +$16K | 0.01% | 278 |
|
|
2022
Q4 | $597K | Sell |
2,872
-8
| -0.3% | -$1.66K | 0.01% | 283 |
|
|
2022
Q3 | $512K | Buy |
2,880
+54
| +2% | +$9.6K | 0.01% | 278 |
|
|
2022
Q2 | $556K | Buy |
2,826
+192
| +7% | +$37.8K | 0.01% | 280 |
|
|
2022
Q1 | $584K | Buy |
2,634
+266
| +11% | +$59K | 0.01% | 283 |
|
|
2021
Q4 | $513K | Sell |
2,368
-648
| -21% | -$140K | 0.01% | 278 |
|
|
2021
Q3 | $672K | Buy |
3,016
+297
| +11% | +$66.2K | 0.01% | 240 |
|
|
2021
Q2 | $636K | Sell |
2,719
-182
| -6% | -$42.6K | 0.01% | 252 |
|
|
2021
Q1 | $614K | Buy |
2,901
+251
| +9% | +$53.1K | 0.01% | 241 |
|
|
2020
Q4 | $580K | Buy |
2,650
+1,287
| +94% | +$282K | 0.01% | 235 |
|
|
2020
Q3 | $273K | Buy |
+1,363
| New | +$273K | 0.01% | 244 |
|