Walkner Condon Financial 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 | $633K | Buy |
1,784
+216
| +14% | +$76.7K | 0.12% | 132 |
|
|
2025
Q1 | $549K | Buy |
1,568
+149
| +11% | +$52.2K | 0.11% | 143 |
|
|
2024
Q4 | $448K | Buy |
1,419
+44
| +3% | +$13.9K | 0.09% | 173 |
|
|
2024
Q3 | $378K | Buy |
1,375
+77
| +6% | +$21.2K | 0.08% | 187 |
|
|
2024
Q2 | $341K | Sell |
1,298
-52
| -4% | -$13.6K | 0.07% | 183 |
|
|
2024
Q1 | $377K | Buy |
1,350
+121
| +10% | +$33.8K | 0.08% | 187 |
|
|
2023
Q4 | $320K | Buy |
1,229
+205
| +20% | +$53.4K | 0.07% | 206 |
|
|
2023
Q3 | $236K | Buy |
1,024
+66
| +7% | +$15.2K | 0.06% | 222 |
|
|
2023
Q2 | $227K | Sell |
958
-25
| -3% | -$5.94K | 0.06% | 218 |
|
|
2023
Q1 | $221K | Buy |
+983
| New | +$221K | 0.06% | 214 |
|
|
2022
Q2 | – | Sell |
-954
| Closed | -$212K | – | 229 |
|
|
2022
Q1 | $212K | Buy |
+954
| New | +$212K | 0.06% | 206 |
|