Wills Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
11,019
-215
| -2% | -$76.3K | 1.7% | 25 |
|
|
2025
Q1 | $3.94M | Buy |
11,234
+185
| +2% | +$64.8K | 1.75% | 23 |
|
|
2024
Q4 | $3.49M | Buy |
11,049
+4,882
| +79% | +$1.54M | 1.51% | 25 |
|
|
2024
Q3 | $1.7M | Buy |
6,167
+712
| +13% | +$196K | 0.71% | 34 |
|
|
2024
Q2 | $1.43M | Buy |
5,455
+2,959
| +119% | +$777K | 0.66% | 33 |
|
|
2024
Q1 | $697K | Buy |
+2,496
| New | +$697K | 0.33% | 42 |
|
|
2022
Q3 | – | Sell |
-32,614
| Closed | -$6.42M | – | 63 |
|
|
2022
Q2 | $6.42M | Sell |
32,614
-173
| -0.5% | -$34.1K | 3.16% | 13 |
|
|
2022
Q1 | $7.27M | Buy |
32,787
+2
| +0% | +$444 | 3.05% | 12 |
|
|
2021
Q4 | $7.11M | Buy |
32,785
+244
| +0.7% | +$52.9K | 2.81% | 14 |
|
|
2021
Q3 | $7.25M | Buy |
32,541
+379
| +1% | +$84.4K | 3.25% | 8 |
|
|
2021
Q2 | $7.52M | Sell |
32,162
-368
| -1% | -$86K | 3.26% | 8 |
|
|
2021
Q1 | $6.89M | Buy |
32,530
+266
| +0.8% | +$56.3K | 3.34% | 11 |
|
|
2020
Q4 | $7.06M | Buy |
32,264
+485
| +2% | +$106K | 3.52% | 9 |
|
|
2020
Q3 | $6.36M | Buy |
31,779
+338
| +1% | +$67.6K | 3.69% | 11 |
|
|
2020
Q2 | $6.07M | Buy |
31,441
+1,023
| +3% | +$198K | 3.78% | 10 |
|
|
2020
Q1 | $4.9M | Buy |
30,418
+24
| +0.1% | +$3.87K | 3.49% | 13 |
|
|
2019
Q4 | $5.71M | Buy |
30,394
+202
| +0.7% | +$38K | 3.28% | 11 |
|
|
2019
Q3 | $5.19M | Buy |
30,192
+323
| +1% | +$55.6K | 3.33% | 12 |
|
|
2019
Q2 | $5.18M | Buy |
29,869
+27
| +0.1% | +$4.69K | 3.38% | 11 |
|
|
2019
Q1 | $4.66M | Buy |
29,842
+7,056
| +31% | +$1.1M | 3.16% | 12 |
|
|
2018
Q4 | $3.01M | Buy |
22,786
+581
| +3% | +$76.6K | 2.31% | 15 |
|
|
2018
Q3 | $3.33M | Sell |
22,205
-95
| -0.4% | -$14.3K | 2.2% | 16 |
|
|
2018
Q2 | $2.95M | Buy |
22,300
+2,965
| +15% | +$393K | 2.14% | 19 |
|
|
2018
Q1 | $2.31M | Sell |
19,335
-69
| -0.4% | -$8.25K | 1.71% | 24 |
|
|
2017
Q4 | $2.21M | Buy |
19,404
+1,070
| +6% | +$122K | 1.54% | 27 |
|
|
2017
Q3 | $1.93M | Sell |
18,334
-1,200
| -6% | -$126K | 1.42% | 27 |
|
|
2017
Q2 | $1.83M | Sell |
19,534
-143
| -0.7% | -$13.4K | 1.36% | 29 |
|
|
2017
Q1 | $1.75M | Buy |
19,677
+903
| +5% | +$80.3K | 1.34% | 30 |
|
|
2016
Q4 | $1.47M | Buy |
18,774
+4,008
| +27% | +$313K | 1.19% | 31 |
|
|
2016
Q3 | $1.22M | Sell |
14,766
-149
| -1% | -$12.3K | 1.07% | 31 |
|
|
2016
Q2 | $1.11M | Buy |
14,915
+34
| +0.2% | +$2.52K | 0.92% | 37 |
|
|
2016
Q1 | $1.14M | Buy |
14,881
+2,780
| +23% | +$213K | 0.98% | 37 |
|
|
2015
Q4 | $938K | Sell |
12,101
-99
| -0.8% | -$7.67K | 0.83% | 40 |
|
|
2015
Q3 | $849K | Buy |
+12,200
| New | +$849K | 0.78% | 40 |
|