William Howard & Co Financial 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 | $384K | Hold |
1,082
| – | – | 0.34% | 36 |
|
|
2025
Q1 | $379K | Hold |
1,082
| – | – | 0.36% | 33 |
|
|
2024
Q4 | $342K | Hold |
1,082
| – | – | 0.31% | 36 |
|
|
2024
Q3 | $297K | Hold |
1,082
| – | – | 0.25% | 37 |
|
|
2024
Q2 | $284K | Sell |
1,082
-100
| -8% | -$26.2K | 0.26% | 36 |
|
|
2024
Q1 | $330K | Buy |
+1,182
| New | +$330K | 0.31% | 34 |
|