AAMA
Advanced Asset Management Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Hold |
38,200
| – | – | 3.66% | 3 |
|
|
2025
Q1 | $13.4M | Hold |
38,200
| – | – | 3.68% | 4 |
|
|
2024
Q4 | $12.1M | Hold |
38,200
| – | – | 3.16% | 7 |
|
|
2024
Q3 | $10M | Hold |
38,200
| – | – | 2.68% | 13 |
|
|
2024
Q2 | $10M | Hold |
38,200
| – | – | 2.67% | 13 |
|
|
2024
Q1 | $10.7M | Sell |
38,200
-105
| -0.3% | -$29.3K | 2.64% | 9 |
|
|
2023
Q4 | $9.97M | Hold |
38,305
| – | – | 2.37% | 12 |
|
|
2023
Q3 | $8.81M | Hold |
38,305
| – | – | 2.11% | 16 |
|
|
2023
Q2 | $9.1M | Hold |
38,305
| – | – | 2.11% | 15 |
|
|
2023
Q1 | $8.64M | Hold |
38,305
| – | – | 2.1% | 15 |
|
|
2022
Q4 | $7.96M | Hold |
38,305
| – | – | 1.99% | 15 |
|
|
2022
Q3 | $6.81M | Hold |
38,305
| – | – | 1.86% | 16 |
|
|
2022
Q2 | $7.54M | Hold |
38,305
| – | – | 1.93% | 16 |
|
|
2022
Q1 | $8.5M | Hold |
38,305
| – | – | 1.86% | 19 |
|
|
2021
Q4 | $8.3M | Buy |
38,305
+20,000
| +109% | +$4.33M | 1.72% | 20 |
|
|
2021
Q3 | $4.08M | Hold |
18,305
| – | – | 0.87% | 37 |
|
|
2021
Q2 | $4.28M | Sell |
18,305
-360
| -2% | -$84.2K | 0.9% | 37 |
|
|
2021
Q1 | $3.95M | Hold |
18,665
| – | – | 0.88% | 40 |
|
|
2020
Q4 | $4.08M | Hold |
18,665
| – | – | 0.95% | 36 |
|
|
2020
Q3 | $3.73M | Hold |
18,665
| – | – | 0.99% | 37 |
|
|
2020
Q2 | $3.61M | Hold |
18,665
| – | – | 1.06% | 33 |
|
|
2020
Q1 | $3.01M | Hold |
18,665
| – | – | 1.04% | 27 |
|
|
2019
Q4 | $3.51M | Buy |
18,665
+110
| +0.6% | +$20.7K | 1.06% | 28 |
|
|
2019
Q3 | $3.19M | Buy |
18,555
+430
| +2% | +$74K | 1.03% | 30 |
|
|
2019
Q2 | $3.15M | Buy |
18,125
+7,720
| +74% | +$1.34M | 1.09% | 26 |
|
|
2019
Q1 | $1.63M | Sell |
10,405
-305
| -3% | -$47.6K | 0.58% | 44 |
|
|
2018
Q4 | $1.41M | Buy |
10,710
+1,310
| +14% | +$173K | 0.45% | 55 |
|
|
2018
Q3 | $1.41M | Sell |
9,400
-1,355
| -13% | -$203K | 0.51% | 39 |
|
|
2018
Q2 | $1.42M | Hold |
10,755
| – | – | 0.46% | 46 |
|
|
2018
Q1 | $1.29M | Hold |
10,755
| – | – | 0.43% | 50 |
|
|
2017
Q4 | $1.23M | Buy |
+10,755
| New | +$1.23M | 0.4% | 52 |
|