Waterford 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 | $454K | Buy |
20,908
+19,628
| +1,533% | +$427K | 0.17% | 38 |
|
|
2025
Q1 | $449K | Hold |
1,280
| – | – | 0.19% | 34 |
|
|
2024
Q4 | $405K | Sell |
1,280
-25
| -2% | -$7.9K | 0.21% | 32 |
|
|
2024
Q3 | $359K | Sell |
1,305
-25
| -2% | -$6.87K | 0.18% | 36 |
|
|
2024
Q2 | $349K | Buy |
1,330
+100
| +8% | +$26.2K | 0.15% | 39 |
|
|
2024
Q1 | $343K | Hold |
1,230
| – | – | 0.15% | 42 |
|
|
2023
Q4 | $320K | Hold |
1,230
| – | – | 0.15% | 39 |
|
|
2023
Q3 | $283K | Hold |
1,230
| – | – | 0.16% | 39 |
|
|
2023
Q2 | $292K | Hold |
1,230
| – | – | 0.14% | 43 |
|
|
2023
Q1 | $277K | Sell |
1,230
-115
| -9% | -$25.9K | 0.15% | 43 |
|
|
2022
Q4 | $279K | Buy |
+1,345
| New | +$279K | 0.16% | 43 |
|