1IA
1834 Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
5,480
+9
| +0.2% | +$3.2K | 0.25% | 85 |
|
|
2025
Q1 | $1.92M | Buy |
5,471
+216
| +4% | +$75.7K | 0.25% | 82 |
|
|
2024
Q4 | $1.66M | Sell |
5,255
-281
| -5% | -$88.8K | 0.21% | 90 |
|
|
2024
Q3 | $1.52M | Sell |
5,536
-925
| -14% | -$254K | 0.18% | 95 |
|
|
2024
Q2 | $1.7M | Buy |
6,461
+629
| +11% | +$165K | 0.2% | 91 |
|
|
2024
Q1 | $1.63M | Sell |
5,832
-3,983
| -41% | -$1.11M | 0.19% | 91 |
|
|
2023
Q4 | $2.56M | Sell |
9,815
-3,555
| -27% | -$926K | 0.31% | 75 |
|
|
2023
Q3 | $3.08M | Buy |
13,370
+128
| +1% | +$29.4K | 0.38% | 66 |
|
|
2023
Q2 | $3.14M | Sell |
13,242
-1,582
| -11% | -$376K | 0.37% | 66 |
|
|
2023
Q1 | $3.34M | Buy |
14,824
+8,650
| +140% | +$1.95M | 0.4% | 62 |
|
|
2022
Q4 | $1.28M | Sell |
6,174
-160
| -3% | -$33.2K | 0.18% | 85 |
|
|
2022
Q3 | $1.13M | Sell |
6,334
-790
| -11% | -$140K | 0.17% | 84 |
|
|
2022
Q2 | $1.4M | Sell |
7,124
-2,358
| -25% | -$464K | 0.2% | 82 |
|
|
2022
Q1 | $2.1M | Sell |
9,482
-990
| -9% | -$220K | 0.26% | 73 |
|
|
2021
Q4 | $2.27M | Buy |
10,472
+893
| +9% | +$193K | 0.26% | 74 |
|
|
2021
Q3 | $2.13M | Sell |
9,579
-179
| -2% | -$39.9K | 0.26% | 79 |
|
|
2021
Q2 | $2.28M | Buy |
9,758
+5,489
| +129% | +$1.28M | 0.28% | 77 |
|
|
2021
Q1 | $904K | Buy |
4,269
+2,106
| +97% | +$446K | 0.12% | 100 |
|
|
2020
Q4 | $473K | Sell |
2,163
-225
| -9% | -$49.2K | 0.06% | 131 |
|
|
2020
Q3 | $478K | Buy |
2,388
+50
| +2% | +$10K | 0.07% | 124 |
|
|
2020
Q2 | $452K | Buy |
2,338
+45
| +2% | +$8.7K | 0.07% | 121 |
|
|
2020
Q1 | $369K | Hold |
2,293
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $431K | Hold |
2,293
| – | – | 0.07% | 125 |
|
|
2019
Q3 | $394K | Sell |
2,293
-24
| -1% | -$4.12K | 0.06% | 134 |
|
|
2019
Q2 | $402K | Buy |
2,317
+143
| +7% | +$24.8K | 0.06% | 130 |
|
|
2019
Q1 | $340K | Hold |
2,174
| – | – | 0.05% | 138 |
|
|
2018
Q4 | $287K | Hold |
2,174
| – | – | 0.05% | 147 |
|
|
2018
Q3 | $326K | Hold |
2,174
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $288K | Sell |
2,174
-850
| -28% | -$113K | 0.05% | 157 |
|
|
2018
Q1 | $362K | Hold |
3,024
| – | – | 0.06% | 139 |
|
|
2017
Q4 | $345K | Buy |
+3,024
| New | +$345K | 0.05% | 143 |
|
|
2016
Q1 | – | Sell |
-17,756
| Closed | -$1.38M | – | 178 |
|
|
2015
Q4 | $1.38M | Sell |
17,756
-1,467
| -8% | -$114K | 0.32% | 76 |
|
|
2015
Q3 | $1.34M | Buy |
+19,223
| New | +$1.34M | 0.33% | 78 |
|