WPA
West Paces Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,001
+1
| +0% | +$355 | 0.23% | 55 |
|
|
2025
Q1 | $1.05M | Sell |
3,000
-11
| -0.4% | -$3.86K | 0.24% | 55 |
|
|
2024
Q4 | $952K | Hold |
3,011
| – | – | 0.23% | 53 |
|
|
2024
Q3 | $828K | Hold |
3,011
| – | – | 0.2% | 58 |
|
|
2024
Q2 | $790K | Hold |
3,011
| – | – | 0.21% | 56 |
|
|
2024
Q1 | $840K | Buy |
3,011
+30
| +1% | +$8.37K | 0.22% | 54 |
|
|
2023
Q4 | $776K | Buy |
2,981
+97
| +3% | +$25.3K | 0.22% | 54 |
|
|
2023
Q3 | $663K | Sell |
2,884
-333
| -10% | -$76.6K | 0.21% | 58 |
|
|
2023
Q2 | $764K | Sell |
3,217
-100
| -3% | -$23.7K | 0.23% | 55 |
|
|
2023
Q1 | $748K | Buy |
3,317
+296
| +10% | +$66.7K | 0.23% | 58 |
|
|
2022
Q4 | $628K | Buy |
3,021
+27
| +0.9% | +$5.61K | 0.2% | 70 |
|
|
2022
Q3 | $532K | Hold |
2,994
| – | – | 0.19% | 76 |
|
|
2022
Q2 | $589K | Buy |
2,994
+306
| +11% | +$60.2K | 0.2% | 72 |
|
|
2022
Q1 | $596K | Buy |
2,688
+670
| +33% | +$149K | 0.19% | 76 |
|
|
2021
Q4 | $437K | Buy |
2,018
+1
| +0% | +$217 | 0.14% | 88 |
|
|
2021
Q3 | $449K | Buy |
2,017
+389
| +24% | +$86.7K | 0.16% | 84 |
|
|
2021
Q2 | $381K | Sell |
1,628
-112
| -6% | -$26.2K | 0.14% | 83 |
|
|
2021
Q1 | $368K | Buy |
1,740
+200
| +13% | +$42.3K | 0.15% | 83 |
|
|
2020
Q4 | $337K | Hold |
1,540
| – | – | 0.15% | 87 |
|
|
2020
Q3 | $308K | Sell |
1,540
-132
| -8% | -$26.4K | 0.16% | 89 |
|
|
2020
Q2 | $323K | Hold |
1,672
| – | – | 0.17% | 85 |
|
|
2020
Q1 | $269K | Sell |
1,672
-106
| -6% | -$17.1K | 0.17% | 87 |
|
|
2019
Q4 | $334K | Buy |
1,778
+300
| +20% | +$56.4K | 0.18% | 87 |
|
|
2019
Q3 | $254K | Hold |
1,478
| – | – | 0.15% | 97 |
|
|
2019
Q2 | $257K | Hold |
1,478
| – | – | 0.16% | 95 |
|
|
2019
Q1 | $231K | Hold |
1,478
| – | – | 0.16% | 99 |
|
|
2018
Q4 | $195K | Hold |
1,478
| – | – | 0.15% | 102 |
|
|
2018
Q3 | $222K | Hold |
1,478
| – | – | 0.16% | 99 |
|
|
2018
Q2 | $196K | Buy |
1,478
+36
| +2% | +$4.77K | 0.15% | 103 |
|
|
2018
Q1 | $172K | Sell |
1,442
-752
| -34% | -$90K | 0.13% | 106 |
|
|
2017
Q4 | $250K | Sell |
2,194
-345
| -14% | -$39.3K | 0.19% | 93 |
|
|
2017
Q3 | $267K | Hold |
2,539
| – | – | 0.2% | 88 |
|
|
2017
Q2 | $238K | Hold |
2,539
| – | – | 0.19% | 95 |
|
|
2017
Q1 | $226K | Hold |
2,539
| – | – | 0.18% | 98 |
|
|
2016
Q4 | $198K | Buy |
+2,539
| New | +$198K | 0.18% | 102 |
|