West Michigan Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
2,627
-39
| -1% | -$13.8K | 0.26% | 71 |
|
|
2025
Q1 | $934K | Sell |
2,666
-146
| -5% | -$51.2K | 0.31% | 62 |
|
|
2024
Q4 | $889K | Sell |
2,812
-148
| -5% | -$46.8K | 0.27% | 69 |
|
|
2024
Q3 | $814K | Buy |
2,960
+29
| +1% | +$7.97K | 0.25% | 71 |
|
|
2024
Q2 | $769K | Sell |
2,931
-334
| -10% | -$87.7K | 0.24% | 73 |
|
|
2024
Q1 | $911K | Buy |
3,265
+121
| +4% | +$33.8K | 0.3% | 60 |
|
|
2023
Q4 | $819K | Buy |
3,144
+243
| +8% | +$63.3K | 0.31% | 56 |
|
|
2023
Q3 | $667K | Sell |
2,901
-34
| -1% | -$7.82K | 0.36% | 59 |
|
|
2023
Q2 | $697K | Sell |
2,935
-7
| -0.2% | -$1.66K | 0.28% | 84 |
|
|
2023
Q1 | $663K | Buy |
2,942
+857
| +41% | +$193K | 0.38% | 58 |
|
|
2022
Q4 | $433K | Buy |
2,085
+69
| +3% | +$14.3K | 0.32% | 64 |
|
|
2022
Q3 | $359K | Buy |
2,016
+22
| +1% | +$3.92K | 0.31% | 64 |
|
|
2022
Q2 | $393K | Buy |
1,994
+302
| +18% | +$59.5K | 0.34% | 64 |
|
|
2022
Q1 | $375K | Buy |
1,692
+73
| +5% | +$16.2K | 0.25% | 75 |
|
|
2021
Q4 | $351K | Buy |
+1,619
| New | +$351K | 0.26% | 72 |
|