WA
Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.02M | Buy |
34,868
+54
| +0.2% | +$12.4K | 3.59% | 9 |
|
|
2023
Q2 | $8.43M | Sell |
34,814
-35
| -0.1% | -$8.48K | 3.6% | 9 |
|
|
2023
Q1 | $7.96M | Sell |
34,849
-1,000
| -3% | -$228K | 3.78% | 8 |
|
|
2022
Q4 | $7.45M | Hold |
35,849
| – | – | 3.96% | 8 |
|
|
2022
Q3 | $6.37M | Hold |
35,849
| – | – | 3.24% | 10 |
|
|
2022
Q2 | $7.06M | Hold |
35,849
| – | – | 3.43% | 10 |
|
|
2022
Q1 | $7.95M | Sell |
35,849
-200
| -0.6% | -$44.4K | 2.87% | 11 |
|
|
2021
Q4 | $7.81M | Sell |
36,049
-295
| -0.8% | -$63.9K | 2.71% | 13 |
|
|
2021
Q3 | $8.17M | Sell |
36,344
-470
| -1% | -$106K | 3.19% | 10 |
|
|
2021
Q2 | $9.09M | Sell |
36,814
-500
| -1% | -$123K | 3.31% | 9 |
|
|
2021
Q1 | $8.33M | Sell |
37,314
-1,522
| -4% | -$340K | 3.31% | 10 |
|
|
2020
Q4 | $8.5M | Hold |
38,836
| – | – | 3.75% | 7 |
|
|
2020
Q3 | $7.88M | Sell |
38,836
-485
| -1% | -$98.4K | 3.68% | 7 |
|
|
2020
Q2 | $7.78M | Buy |
39,321
+35
| +0.1% | +$6.92K | 4.13% | 6 |
|
|
2020
Q1 | $6.38M | Buy |
39,286
+172
| +0.4% | +$27.9K | 4.22% | 7 |
|
|
2019
Q4 | $8.26M | Buy |
+39,114
| New | +$8.26M | 4.71% | 8 |
|