AIMC
Alley Investment Management Company’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $413K | Sell |
1,163
-76
| -6% | -$27K | 0.05% | 74 |
|
2025
Q1 | $434K | Sell |
1,239
-52
| -4% | -$18.2K | 0.05% | 73 |
|
2024
Q4 | $408K | Buy |
1,291
+23
| +2% | +$7.27K | 0.05% | 75 |
|
2024
Q3 | $349K | Hold |
1,268
| – | – | 0.04% | 78 |
|
2024
Q2 | $333K | Buy |
1,268
+276
| +28% | +$72.4K | 0.05% | 78 |
|
2024
Q1 | $277K | Hold |
992
| – | – | 0.04% | 80 |
|
2023
Q4 | $258K | Hold |
992
| – | – | 0.04% | 80 |
|
2023
Q3 | $228K | Hold |
992
| – | – | 0.04% | 81 |
|
2023
Q2 | $236K | Sell |
992
-30
| -3% | -$7.12K | 0.04% | 81 |
|
2023
Q1 | $230K | Hold |
1,022
| – | – | 0.04% | 81 |
|
2022
Q4 | $212K | Buy |
+1,022
| New | +$212K | 0.04% | 83 |
|
2022
Q3 | – | Sell |
-1,022
| Closed | -$201K | – | 80 |
|
2022
Q2 | $201K | Hold |
1,022
| – | – | 0.04% | 78 |
|
2022
Q1 | $227K | Buy |
+1,022
| New | +$227K | 0.04% | 80 |
|