WFA
West Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.5K | Hold |
145
| – | – | 0.01% | 101 |
|
|
2025
Q1 | $50.8K | Hold |
145
| – | – | 0.01% | 97 |
|
|
2024
Q4 | $45.8K | Hold |
145
| – | – | 0.01% | 97 |
|
|
2024
Q3 | $39.9K | Buy |
145
+73
| +101% | +$20.1K | 0.01% | 98 |
|
|
2024
Q2 | $18.9K | Hold |
72
| – | – | ﹤0.01% | 110 |
|
|
2024
Q1 | $20.1K | Hold |
72
| – | – | ﹤0.01% | 107 |
|
|
2023
Q4 | $18.7K | Hold |
72
| – | – | ﹤0.01% | 108 |
|
|
2023
Q3 | $16.6K | Hold |
72
| – | – | ﹤0.01% | 118 |
|
|
2023
Q2 | $17.1K | Hold |
72
| – | – | ﹤0.01% | 115 |
|
|
2023
Q1 | $16.2K | Hold |
72
| – | – | ﹤0.01% | 110 |
|
|
2022
Q4 | $15K | Hold |
72
| – | – | ﹤0.01% | 110 |
|
|
2022
Q3 | $13K | Buy |
+72
| New | +$13K | ﹤0.01% | 137 |
|