AA
Alta Advisers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Hold |
8,912
| – | – | 1.13% | 17 |
|
|
2025
Q1 | $3.12M | Buy |
8,912
+3,200
| +56% | +$1.12M | 1.33% | 16 |
|
|
2024
Q4 | $1.81M | Buy |
5,712
+1,112
| +24% | +$351K | 1.14% | 16 |
|
|
2024
Q3 | $1.26M | Buy |
4,600
+300
| +7% | +$82.5K | 0.58% | 18 |
|
|
2024
Q2 | $1.13M | Hold |
4,300
| – | – | 0.54% | 18 |
|
|
2024
Q1 | $1.2M | Hold |
4,300
| – | – | 0.59% | 18 |
|
|
2023
Q4 | $1.12M | Hold |
4,300
| – | – | 0.6% | 17 |
|
|
2023
Q3 | $989K | Hold |
4,300
| – | – | 0.57% | 18 |
|
|
2023
Q2 | $1.02M | Hold |
4,300
| – | – | 0.57% | 17 |
|
|
2023
Q1 | $969K | Hold |
4,300
| – | – | 0.58% | 17 |
|
|
2022
Q4 | $893K | Hold |
4,300
| – | – | 0.53% | 16 |
|
|
2022
Q3 | $764K | Buy |
+4,300
| New | +$764K | 0.48% | 19 |
|
|
2013
Q4 | – | Sell |
-143
| Closed | -$27K | – | 76 |
|
|
2013
Q3 | $27K | Sell |
143
-115
| -45% | -$21.7K | 0.01% | 60 |
|
|
2013
Q2 | $47K | Buy |
+258
| New | +$47K | 0.02% | 59 |
|