WFAG
Worth Financial Advisory Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
4,482
+174
| +4% | +$61.8K | 0.98% | 23 |
|
|
2025
Q1 | $1.51M | Buy |
4,308
+772
| +22% | +$271K | 0.96% | 23 |
|
|
2024
Q4 | $1.12M | Sell |
3,536
-97
| -3% | -$30.7K | 0.69% | 34 |
|
|
2024
Q3 | $999K | Buy |
3,633
+71
| +2% | +$19.5K | 0.59% | 40 |
|
|
2024
Q2 | $935K | Sell |
3,562
-374
| -10% | -$98.2K | 0.61% | 40 |
|
|
2024
Q1 | $1.1M | Buy |
3,936
+24
| +0.6% | +$6.7K | 0.76% | 33 |
|
|
2023
Q4 | $1.02M | Buy |
3,912
+69
| +2% | +$18K | 0.81% | 29 |
|
|
2023
Q3 | $884K | Buy |
3,843
+271
| +8% | +$62.3K | 0.8% | 29 |
|
|
2023
Q2 | $848K | Buy |
3,572
+166
| +5% | +$39.4K | 0.79% | 30 |
|
|
2023
Q1 | $768K | Buy |
3,406
+108
| +3% | +$24.4K | 0.73% | 36 |
|
|
2022
Q4 | $685K | Buy |
+3,298
| New | +$685K | 0.8% | 30 |
|