WAS
V icon

Wealth Advisory Solutions’s Visa V Stock Holding History

Wealth Advisory Solutions’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-753
Closed -$238K – 154
2024
Q4 		$238K Sell
753
-93
-11% -$28K 0.07% 115
2024
Q3 		$233K Sell
846
-1
-0.1% -$270 0.06% 116
2024
Q2 		$222K Sell
847
-1
-0.1% -$274 0.06% 114
2024
Q1 		$237K Buy
848
+48
+6% +$13.3K 0.06% 112
2023
Q4 		$208K Sell
800
-1,048
-57% -$258K 0.07% 79
2023
Q3 		$449K Sell
1,848
-17,037
-90% -$4.1M 0.09% 96
2023
Q2 		$4.48M Sell
18,885
-217
-1% -$49.7K 1.19% 24
2023
Q1 		$4.31M Sell
19,102
-1,100
-5% -$245K 1.14% 24
2022
Q4 		$4.2M Sell
20,202
-388
-2% -$78.2K 1.13% 23
2022
Q3 		$3.66M Sell
20,590
-1,461
-7% -$297K 1.01% 29
2022
Q2 		$4.34M Buy
22,051
+66
+0.3% +$13.6K 1.07% 27
2022
Q1 		$4.88M Buy
+21,985
New +$4.75M 1.01% 35
2021
Q3 		$4.8M Buy
21,570
+843
+4% +$198K 1.07% 29
2021
Q2 		$4.85M Sell
20,727
-17
-0.1% -$3.89K 1.15% 29
2021
Q1 		$4K Sell
20,744
-10,912
-34% -$2.3M ﹤0.01% 94
2020
Q4 		$6.92M Buy
31,656
+584
+2% +$120K 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% +$17K 1.73% 13
2020
Q1 		$5.18M Buy
32,151
+10,826
+51% +$2.04M 1.76% 11
2019
Q4 		$4.01M Buy
+21,325
New +$3.84M 1.06% 28

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return