Visionary 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 | $3.2M | Buy |
9,021
+3,972
| +79% | +$1.41M | 0.16% | 141 |
|
|
2025
Q1 | $1.77M | Buy |
5,049
+57
| +1% | +$20K | 0.11% | 189 |
|
|
2024
Q4 | $1.58M | Buy |
4,992
+252
| +5% | +$79.6K | 0.09% | 198 |
|
|
2024
Q3 | $1.3M | Sell |
4,740
-283
| -6% | -$77.8K | 0.08% | 221 |
|
|
2024
Q2 | $1.32M | Buy |
5,023
+300
| +6% | +$78.7K | 0.09% | 219 |
|
|
2024
Q1 | $1.32M | Buy |
4,723
+38
| +0.8% | +$10.6K | 0.09% | 212 |
|
|
2023
Q4 | $1.22M | Buy |
4,685
+177
| +4% | +$46.1K | 0.09% | 204 |
|
|
2023
Q3 | $1.04M | Sell |
4,508
-257
| -5% | -$59.1K | 0.08% | 203 |
|
|
2023
Q2 | $1.13M | Buy |
4,765
+46
| +1% | +$10.9K | 0.09% | 194 |
|
|
2023
Q1 | $1.06M | Buy |
4,719
+493
| +12% | +$111K | 0.09% | 187 |
|
|
2022
Q4 | $878K | Buy |
4,226
+744
| +21% | +$155K | 0.08% | 193 |
|
|
2022
Q3 | $619K | Sell |
3,482
-1,183
| -25% | -$210K | 0.06% | 200 |
|
|
2022
Q2 | $919K | Sell |
4,665
-4
| -0.1% | -$788 | 0.08% | 181 |
|
|
2022
Q1 | $1.04M | Sell |
4,669
-139
| -3% | -$30.8K | 0.08% | 180 |
|
|
2021
Q4 | $1.04M | Buy |
4,808
+956
| +25% | +$207K | 0.09% | 161 |
|
|
2021
Q3 | $858K | Buy |
3,852
+97
| +3% | +$21.6K | 0.09% | 146 |
|
|
2021
Q2 | $878K | Buy |
3,755
+188
| +5% | +$44K | 0.09% | 153 |
|
|
2021
Q1 | $755K | Buy |
3,567
+559
| +19% | +$118K | 0.08% | 164 |
|
|
2020
Q4 | $658K | Buy |
3,008
+469
| +18% | +$103K | 0.07% | 167 |
|
|
2020
Q3 | $508K | Buy |
2,539
+237
| +10% | +$47.4K | 0.07% | 156 |
|
|
2020
Q2 | $445K | Buy |
2,302
+400
| +21% | +$77.3K | 0.07% | 152 |
|
|
2020
Q1 | $306K | Buy |
1,902
+350
| +23% | +$56.3K | 0.06% | 149 |
|
|
2019
Q4 | $292K | Buy |
+1,552
| New | +$292K | 0.05% | 166 |
|