WFA
WestHill Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
1,518
+121
| +9% | +$43K | 0.11% | 39 |
|
|
2025
Q1 | $489K | Sell |
1,397
-6
| -0.4% | -$2.1K | 0.11% | 41 |
|
|
2024
Q4 | $443K | Sell |
1,403
-48
| -3% | -$15.2K | 0.1% | 46 |
|
|
2024
Q3 | $399K | Buy |
1,451
+78
| +6% | +$21.4K | 0.09% | 50 |
|
|
2024
Q2 | $360K | Buy |
1,373
+1
| +0.1% | +$263 | 0.09% | 48 |
|
|
2024
Q1 | $383K | Buy |
1,372
+17
| +1% | +$4.75K | 0.09% | 49 |
|
|
2023
Q4 | $353K | Sell |
1,355
-13
| -1% | -$3.38K | 0.09% | 46 |
|
|
2023
Q3 | $315K | Buy |
1,368
+62
| +5% | +$14.3K | 0.09% | 48 |
|
|
2023
Q2 | $310K | Buy |
1,306
+1
| +0.1% | +$237 | 0.09% | 43 |
|
|
2023
Q1 | $294K | Buy |
+1,305
| New | +$294K | 0.09% | 43 |
|