WFA
Wellspring Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
3,631
+498
| +16% | +$177K | 0.13% | 57 |
|
|
2025
Q1 | $1.1M | Sell |
3,133
-276
| -8% | -$96.6K | 0.12% | 55 |
|
|
2024
Q4 | $1.08M | Sell |
3,409
-180
| -5% | -$56.9K | 0.11% | 58 |
|
|
2024
Q3 | $987K | Buy |
3,589
+184
| +5% | +$50.6K | 0.12% | 56 |
|
|
2024
Q2 | $894K | Buy |
3,405
+250
| +8% | +$65.6K | 0.12% | 57 |
|
|
2024
Q1 | $880K | Buy |
3,155
+50
| +2% | +$14K | 0.14% | 55 |
|
|
2023
Q4 | $808K | Sell |
3,105
-13
| -0.4% | -$3.38K | 0.2% | 56 |
|
|
2023
Q3 | $717K | Buy |
3,118
+1,665
| +115% | +$383K | 0.21% | 55 |
|
|
2023
Q2 | $345K | Hold |
1,453
| – | – | 0.1% | 77 |
|
|
2023
Q1 | $328K | Sell |
1,453
-600
| -29% | -$135K | 0.1% | 80 |
|
|
2022
Q4 | $427K | Buy |
2,053
+536
| +35% | +$111K | 0.14% | 65 |
|
|
2022
Q3 | $269K | Buy |
1,517
+8
| +0.5% | +$1.42K | 0.1% | 68 |
|
|
2022
Q2 | $297K | Sell |
1,509
-314
| -17% | -$61.8K | 0.1% | 67 |
|
|
2022
Q1 | $404K | Buy |
1,823
+194
| +12% | +$43K | 0.12% | 62 |
|
|
2021
Q4 | $353K | Hold |
1,629
| – | – | 0.1% | 67 |
|
|
2021
Q3 | $363K | Hold |
1,629
| – | – | 0.11% | 62 |
|
|
2021
Q2 | $381K | Sell |
1,629
-302
| -16% | -$70.6K | 0.12% | 60 |
|
|
2021
Q1 | $311K | Sell |
1,931
-48
| -2% | -$7.73K | 0.15% | 63 |
|
|
2020
Q4 | $433K | Buy |
1,979
+260
| +15% | +$56.9K | 0.15% | 58 |
|
|
2020
Q3 | $344K | Sell |
1,719
-199
| -10% | -$39.8K | 0.13% | 60 |
|
|
2020
Q2 | $371K | Sell |
1,918
-13
| -0.7% | -$2.52K | 0.15% | 56 |
|
|
2020
Q1 | $311K | Buy |
+1,931
| New | +$311K | 0.15% | 63 |
|