Advanced Asset Management Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Hold |
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|
2025
Q1 | $13.4M | Hold |
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|
2024
Q4 | $12.1M | Hold |
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|
2024
Q3 | $10M | Hold |
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|
2024
Q2 | $10M | Hold |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $9.97M | Hold |
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|
2023
Q3 | $8.81M | Hold |
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|
2023
Q2 | $9.1M | Hold |
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|
2023
Q1 | $8.64M | Hold |
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|
2022
Q4 | $7.96M | Hold |
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|
2022
Q3 | $6.8M | Hold |
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|
2022
Q2 | $7.54M | Hold |
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|
2022
Q1 | $8.49M | Hold |
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|
2021
Q4 | $8.3M | Buy |
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|
2021
Q3 | $4.08M | Hold |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $3.95M | Hold |
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|
2020
Q4 | $4.08M | Hold |
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|
2020
Q3 | $3.73M | Hold |
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|
2020
Q2 | $3.61M | Hold |
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|
2020
Q1 | $3.01M | Hold |
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|
2019
Q4 | $3.51M | Buy |
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|
2019
Q3 | $3.19M | Buy |
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|
2019
Q2 | $3.15M | Buy |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $1.41M | Sell |
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|
2018
Q2 | $1.42M | Hold |
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|
2018
Q1 | $1.29M | Hold |
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|
2017
Q4 | $1.23M | Buy |
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