AIA
AIMZ Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
1,204
| – | – | 0.14% | 94 |
|
|
2025
Q1 | $422K | Buy |
1,204
+110
| +10% | +$38.6K | 0.15% | 95 |
|
|
2024
Q4 | $346K | Hold |
1,094
| – | – | 0.12% | 100 |
|
|
2024
Q3 | $301K | Sell |
1,094
-21
| -2% | -$5.78K | 0.1% | 103 |
|
|
2024
Q2 | $293K | Buy |
1,115
+21
| +2% | +$5.51K | 0.1% | 102 |
|
|
2024
Q1 | $305K | Hold |
1,094
| – | – | 0.11% | 100 |
|
|
2023
Q4 | $285K | Hold |
1,094
| – | – | 0.12% | 98 |
|
|
2023
Q3 | $252K | Hold |
1,094
| – | – | 0.11% | 99 |
|
|
2023
Q2 | $260K | Hold |
1,094
| – | – | 0.11% | 101 |
|
|
2023
Q1 | $247K | Hold |
1,094
| – | – | 0.11% | 103 |
|
|
2022
Q4 | $227K | Buy |
+1,094
| New | +$227K | 0.11% | 105 |
|
|
2022
Q3 | – | Sell |
-1,069
| Closed | -$210K | – | 110 |
|
|
2022
Q2 | $210K | Hold |
1,069
| – | – | 0.1% | 107 |
|
|
2022
Q1 | $237K | Hold |
1,069
| – | – | 0.1% | 109 |
|
|
2021
Q4 | $232K | Hold |
1,069
| – | – | 0.09% | 108 |
|
|
2021
Q3 | $238K | Hold |
1,069
| – | – | 0.11% | 106 |
|
|
2021
Q2 | $250K | Hold |
1,069
| – | – | 0.11% | 103 |
|
|
2021
Q1 | $226K | Hold |
1,069
| – | – | 0.11% | 102 |
|
|
2020
Q4 | $234K | Hold |
1,069
| – | – | 0.12% | 99 |
|
|
2020
Q3 | $214K | Sell |
1,069
-160
| -13% | -$32K | 0.13% | 93 |
|
|
2020
Q2 | $237K | Buy |
+1,229
| New | +$237K | 0.15% | 87 |
|
|
2020
Q1 | – | Sell |
-1,229
| Closed | -$231K | – | 97 |
|
|
2019
Q4 | $231K | Hold |
1,229
| – | – | 0.15% | 89 |
|
|
2019
Q3 | $211K | Hold |
1,229
| – | – | 0.15% | 91 |
|
|
2019
Q2 | $213K | Buy |
+1,229
| New | +$213K | 0.15% | 92 |
|