AMBIA
Allen Mooney & Barnes Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Buy |
18,811
+4
| +0% | +$1.42K | 1.1% | 33 |
|
|
2025
Q1 | $6.59M | Sell |
18,807
-1,093
| -5% | -$383K | 1.07% | 37 |
|
|
2024
Q4 | $6.29M | Buy |
19,900
+179
| +0.9% | +$56.6K | 1.06% | 33 |
|
|
2024
Q3 | $5.42M | Buy |
19,721
+226
| +1% | +$62.1K | 0.92% | 36 |
|
|
2024
Q2 | $5.12M | Buy |
19,495
+34
| +0.2% | +$8.92K | 0.92% | 37 |
|
|
2024
Q1 | $5.37M | Sell |
19,461
-28
| -0.1% | -$7.72K | 1.03% | 35 |
|
|
2023
Q4 | $5.07M | Buy |
19,489
+1,478
| +8% | +$385K | 0.97% | 34 |
|
|
2023
Q3 | $4.14M | Buy |
18,011
+126
| +0.7% | +$29K | 0.88% | 35 |
|
|
2023
Q2 | $4.25M | Buy |
17,885
+2,531
| +16% | +$601K | 0.94% | 35 |
|
|
2023
Q1 | $3.46M | Sell |
15,354
-547
| -3% | -$123K | 0.83% | 37 |
|
|
2022
Q4 | $3.3M | Sell |
15,901
-421
| -3% | -$87.5K | 0.79% | 38 |
|
|
2022
Q3 | $2.9M | Sell |
16,322
-327
| -2% | -$58.1K | 0.78% | 38 |
|
|
2022
Q2 | $3.28M | Sell |
16,649
-371
| -2% | -$73K | 0.84% | 38 |
|
|
2022
Q1 | $3.77M | Buy |
+17,020
| New | +$3.77M | 0.84% | 39 |
|