AO
Allen Operations’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Hold |
11,668
| – | – | 0.57% | 24 |
|
|
2025
Q1 | $4.09M | Hold |
11,668
| – | – | 0.67% | 19 |
|
|
2024
Q4 | $3.69M | Buy |
11,668
+9,702
| +493% | +$3.07M | 0.58% | 20 |
|
|
2024
Q3 | $541K | Hold |
1,966
| – | – | 0.09% | 29 |
|
|
2024
Q2 | $516K | Hold |
1,966
| – | – | 0.1% | 31 |
|
|
2024
Q1 | $549K | Hold |
1,966
| – | – | 0.1% | 30 |
|
|
2023
Q4 | $512K | Hold |
1,966
| – | – | 0.1% | 31 |
|
|
2023
Q3 | $452K | Hold |
1,966
| – | – | 0.1% | 32 |
|
|
2023
Q2 | $467K | Hold |
1,966
| – | – | 0.1% | 30 |
|
|
2023
Q1 | $443K | Hold |
1,966
| – | – | 0.11% | 31 |
|
|
2022
Q4 | $408K | Hold |
1,966
| – | – | 0.11% | 35 |
|
|
2022
Q3 | $349K | Hold |
1,966
| – | – | 0.09% | 38 |
|
|
2022
Q2 | $387K | Hold |
1,966
| – | – | 0.1% | 37 |
|
|
2022
Q1 | $436K | Hold |
1,966
| – | – | 0.08% | 39 |
|
|
2021
Q4 | $426K | Sell |
1,966
-2,447
| -55% | -$530K | 0.06% | 40 |
|
|
2021
Q3 | $983K | Buy |
4,413
+2,447
| +124% | +$545K | 0.15% | 36 |
|
|
2021
Q2 | $460K | Hold |
1,966
| – | – | 0.08% | 33 |
|
|
2021
Q1 | $416K | Hold |
1,966
| – | – | 0.08% | 29 |
|
|
2020
Q4 | $430K | Hold |
1,966
| – | – | 0.09% | 25 |
|
|
2020
Q3 | $393K | Hold |
1,966
| – | – | 0.14% | 24 |
|
|
2020
Q2 | $380K | Hold |
1,966
| – | – | 0.19% | 23 |
|
|
2020
Q1 | $317K | Buy |
+1,966
| New | +$317K | 0.2% | 23 |
|