WAS
Wealth Advisory Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-753
| Closed | -$238K | – | 154 |
|
|
2024
Q4 | $238K | Sell |
753
-93
| -11% | -$29.4K | 0.07% | 115 |
|
|
2024
Q3 | $233K | Sell |
846
-1
| -0.1% | -$275 | 0.06% | 116 |
|
|
2024
Q2 | $222K | Sell |
847
-1
| -0.1% | -$262 | 0.06% | 114 |
|
|
2024
Q1 | $237K | Buy |
848
+48
| +6% | +$13.4K | 0.06% | 112 |
|
|
2023
Q4 | $208K | Sell |
800
-1,048
| -57% | -$273K | 0.07% | 79 |
|
|
2023
Q3 | $449K | Sell |
1,848
-17,037
| -90% | -$4.14M | 0.09% | 96 |
|
|
2023
Q2 | $4.48M | Sell |
18,885
-217
| -1% | -$51.5K | 1.19% | 24 |
|
|
2023
Q1 | $4.31M | Sell |
19,102
-1,100
| -5% | -$248K | 1.14% | 24 |
|
|
2022
Q4 | $4.2M | Sell |
20,202
-388
| -2% | -$80.6K | 1.13% | 23 |
|
|
2022
Q3 | $3.66M | Sell |
20,590
-1,461
| -7% | -$260K | 1.01% | 29 |
|
|
2022
Q2 | $4.34M | Buy |
22,051
+66
| +0.3% | +$13K | 1.07% | 27 |
|
|
2022
Q1 | $4.88M | Buy |
+21,985
| New | +$4.88M | 1.01% | 35 |
|
|
2021
Q3 | $4.81M | Buy |
21,570
+843
| +4% | +$188K | 1.07% | 29 |
|
|
2021
Q2 | $4.85M | Sell |
20,727
-17
| -0.1% | -$3.98K | 1.15% | 29 |
|
|
2021
Q1 | $4K | Sell |
20,744
-10,912
| -34% | -$2.1K | ﹤0.01% | 93 |
|
|
2020
Q4 | $6.92M | Buy |
31,656
+584
| +2% | +$128K | 1.88% | 15 |
|
|
2020
Q3 | $6.21M | Sell |
31,072
-1,172
| -4% | -$234K | 1.65% | 15 |
|
|
2020
Q2 | $6.23M | Buy |
32,244
+93
| +0.3% | +$18K | 1.73% | 13 |
|
|
2020
Q1 | $5.18M | Buy |
32,151
+10,826
| +51% | +$1.74M | 1.76% | 11 |
|
|
2019
Q4 | $4.01M | Buy |
+21,325
| New | +$4.01M | 1.06% | 28 |
|