Wealth Enhancement Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373M | Buy |
1,039,172
+171,468
| +20% | +$61.5M | 0.62% | 25 |
|
|
2025
Q1 | $304M | Buy |
867,704
+161,161
| +23% | +$56.5M | 0.58% | 27 |
|
|
2024
Q4 | $223M | Sell |
706,543
-96,568
| -12% | -$30.5M | 0.43% | 43 |
|
|
2024
Q3 | $221M | Buy |
803,111
+99,350
| +14% | +$27.3M | 0.47% | 34 |
|
|
2024
Q2 | $185M | Buy |
703,761
+20,837
| +3% | +$5.47M | 0.44% | 42 |
|
|
2024
Q1 | $191M | Buy |
682,924
+45,038
| +7% | +$12.6M | 0.49% | 36 |
|
|
2023
Q4 | $166M | Buy |
637,886
+30,061
| +5% | +$7.83M | 0.48% | 35 |
|
|
2023
Q3 | $140M | Buy |
607,825
+486,373
| +400% | +$112M | 0.46% | 41 |
|
|
2023
Q2 | $28.8M | Buy |
121,452
+2,581
| +2% | +$613K | 0.31% | 42 |
|
|
2023
Q1 | $26.8M | Buy |
118,871
+92,713
| +354% | +$20.9M | 0.31% | 46 |
|
|
2022
Q4 | $5.99M | Buy |
26,158
+6,459
| +33% | +$1.48M | 0.08% | 111 |
|
|
2022
Q3 | $3.62M | Sell |
19,699
-45,574
| -70% | -$8.38M | 0.05% | 137 |
|
|
2022
Q2 | $13.3M | Buy |
65,273
+36,083
| +124% | +$7.35M | 0.19% | 72 |
|
|
2022
Q1 | $6.65M | Buy |
29,190
+1,152
| +4% | +$262K | 0.09% | 111 |
|
|
2021
Q4 | $6.45M | Buy |
28,038
+18,514
| +194% | +$4.26M | 0.09% | 100 |
|
|
2021
Q3 | $2.21M | Buy |
9,524
+1,995
| +26% | +$462K | 0.03% | 143 |
|
|
2021
Q2 | $1.87M | Sell |
7,529
-12,963
| -63% | -$3.22M | 0.03% | 142 |
|
|
2021
Q1 | $4.48M | Buy |
20,492
+1,992
| +11% | +$436K | 0.08% | 105 |
|
|
2020
Q4 | $3.73M | Sell |
18,500
-16,544
| -47% | -$3.33M | 0.08% | 91 |
|
|
2020
Q3 | $7.23M | Buy |
35,044
+11,576
| +49% | +$2.39M | 0.19% | 49 |
|
|
2020
Q2 | $4.67M | Sell |
23,468
-9,975
| -30% | -$1.98M | 0.13% | 61 |
|
|
2020
Q1 | $5.73M | Sell |
33,443
-6,465
| -16% | -$1.11M | 0.2% | 53 |
|
|
2019
Q4 | $7.5M | Buy |
+39,908
| New | +$7.5M | 0.26% | 51 |
|
|
2019
Q1 | – | Sell |
-16,458
| Closed | -$2.28M | – | 221 |
|
|
2018
Q4 | $2.28M | Buy |
+16,458
| New | +$2.28M | 0.14% | 56 |
|
|
2018
Q3 | – | Sell |
-10,883
| Closed | -$1.48M | – | 199 |
|
|
2018
Q2 | $1.48M | Sell |
10,883
-14,485
| -57% | -$1.96M | 0.09% | 85 |
|
|
2018
Q1 | $3.09M | Buy |
25,368
+21,910
| +634% | +$2.67M | 0.21% | 48 |
|
|
2017
Q4 | $415K | Buy |
+3,458
| New | +$415K | 0.03% | 132 |
|
|
2017
Q3 | – | Sell |
-25,973
| Closed | -$2.47M | – | 186 |
|
|
2017
Q2 | $2.47M | Buy |
+25,973
| New | +$2.47M | 0.23% | 56 |
|
|
2016
Q4 | – | Sell |
-8,105
| Closed | -$676K | – | 186 |
|
|
2016
Q3 | $676K | Buy |
+8,105
| New | +$676K | 0.1% | 116 |
|