Wealth Alliance Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
6,795
-586
| -8% | -$208K | 0.46% | 43 |
|
|
2025
Q1 | $2.59M | Sell |
7,381
-598
| -7% | -$210K | 0.54% | 39 |
|
|
2024
Q4 | $2.52M | Buy |
7,979
+41
| +0.5% | +$13K | 0.53% | 39 |
|
|
2024
Q3 | $2.18M | Buy |
7,938
+328
| +4% | +$90.2K | 0.46% | 43 |
|
|
2024
Q2 | $2M | Buy |
7,610
+310
| +4% | +$81.4K | 0.45% | 44 |
|
|
2024
Q1 | $2.04M | Buy |
7,300
+348
| +5% | +$97.1K | 0.47% | 41 |
|
|
2023
Q4 | $1.81M | Buy |
6,952
+444
| +7% | +$116K | 0.47% | 43 |
|
|
2023
Q3 | $1.5M | Buy |
6,508
+154
| +2% | +$35.4K | 0.44% | 40 |
|
|
2023
Q2 | $1.51M | Sell |
6,354
-1,127
| -15% | -$268K | 0.53% | 36 |
|
|
2023
Q1 | $1.69M | Sell |
7,481
-78
| -1% | -$17.6K | 0.63% | 32 |
|
|
2022
Q4 | $1.57M | Buy |
7,559
+188
| +3% | +$39.1K | 0.6% | 34 |
|
|
2022
Q3 | $1.31M | Buy |
7,371
+515
| +8% | +$91.5K | 0.58% | 35 |
|
|
2022
Q2 | $1.35M | Buy |
6,856
+570
| +9% | +$112K | 0.64% | 31 |
|
|
2022
Q1 | $1.39M | Sell |
6,286
-73
| -1% | -$16.2K | 0.6% | 31 |
|
|
2021
Q4 | $1.38M | Buy |
6,359
+990
| +18% | +$215K | 0.6% | 32 |
|
|
2021
Q3 | $1.2M | Buy |
5,369
+46
| +0.9% | +$10.2K | 0.58% | 30 |
|
|
2021
Q2 | $1.25M | Buy |
5,323
+158
| +3% | +$37K | 0.61% | 31 |
|
|
2021
Q1 | $1.09M | Buy |
5,165
+306
| +6% | +$64.8K | 0.56% | 38 |
|
|
2020
Q4 | $1.06M | Buy |
4,859
+964
| +25% | +$211K | 0.57% | 35 |
|
|
2020
Q3 | $779K | Buy |
3,895
+469
| +14% | +$93.8K | 0.46% | 42 |
|
|
2020
Q2 | $662K | Buy |
3,426
+172
| +5% | +$33.2K | 0.41% | 44 |
|
|
2020
Q1 | $524K | Buy |
3,254
+357
| +12% | +$57.5K | 0.41% | 48 |
|
|
2019
Q4 | $544K | Sell |
2,897
-26
| -0.9% | -$4.88K | 0.31% | 53 |
|
|
2019
Q3 | $518K | Buy |
2,923
+17
| +0.6% | +$3.01K | 0.32% | 52 |
|
|
2019
Q2 | $525K | Buy |
2,906
+7
| +0.2% | +$1.27K | 0.32% | 53 |
|
|
2019
Q1 | $464K | Buy |
2,899
+541
| +23% | +$86.6K | 0.3% | 57 |
|
|
2018
Q4 | $311K | Buy |
2,358
+876
| +59% | +$116K | 0.23% | 79 |
|
|
2018
Q3 | $222K | Buy |
+1,482
| New | +$222K | 0.11% | 120 |
|