ACA
Anchor Capital Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.8M | Sell |
38,990
-944
| -2% | -$335K | 0.41% | 84 |
|
2025
Q1 | $14M | Sell |
39,934
-2,339
| -6% | -$820K | 0.42% | 86 |
|
2024
Q4 | $13.4M | Sell |
42,273
-10,048
| -19% | -$3.18M | 0.38% | 89 |
|
2024
Q3 | $14.4M | Sell |
52,321
-759
| -1% | -$209K | 0.38% | 92 |
|
2024
Q2 | $13.9M | Sell |
53,080
-113
| -0.2% | -$29.7K | 0.39% | 90 |
|
2024
Q1 | $14.8M | Sell |
53,193
-9,003
| -14% | -$2.51M | 0.39% | 85 |
|
2023
Q4 | $16.2M | Sell |
62,196
-2,392
| -4% | -$623K | 0.43% | 79 |
|
2023
Q3 | $14.9M | Sell |
64,588
-1,871
| -3% | -$430K | 0.42% | 74 |
|
2023
Q2 | $15.8M | Sell |
66,459
-3,019
| -4% | -$717K | 0.41% | 75 |
|
2023
Q1 | $15.7M | Sell |
69,478
-1,201
| -2% | -$271K | 0.41% | 73 |
|
2022
Q4 | $14.7M | Buy |
70,679
+7,301
| +12% | +$1.52M | 0.38% | 81 |
|
2022
Q3 | $11.3M | Sell |
63,378
-17,912
| -22% | -$3.18M | 0.31% | 91 |
|
2022
Q2 | $16M | Sell |
81,290
-7,450
| -8% | -$1.47M | 0.41% | 83 |
|
2022
Q1 | $19.7M | Buy |
88,740
+85,940
| +3,069% | +$19.1M | 0.42% | 81 |
|
2021
Q4 | $607K | Hold |
2,800
| – | – | 0.01% | 217 |
|
2021
Q3 | $624K | Hold |
2,800
| – | – | 0.01% | 213 |
|
2021
Q2 | $655K | Hold |
2,800
| – | – | 0.01% | 210 |
|
2021
Q1 | $593K | Hold |
2,800
| – | – | 0.01% | 217 |
|
2020
Q4 | $612K | Hold |
2,800
| – | – | 0.01% | 211 |
|
2020
Q3 | $560K | Hold |
2,800
| – | – | 0.01% | 198 |
|
2020
Q2 | $541K | Hold |
2,800
| – | – | 0.01% | 194 |
|
2020
Q1 | $451K | Sell |
2,800
-800
| -22% | -$129K | 0.01% | 192 |
|
2019
Q4 | $676K | Hold |
3,600
| – | – | 0.01% | 187 |
|
2019
Q3 | $619K | Hold |
3,600
| – | – | 0.02% | 194 |
|
2019
Q2 | $625K | Hold |
3,600
| – | – | 0.02% | 182 |
|
2019
Q1 | $562 | Hold |
3,600
| – | – | 0.01% | 189 |
|
2018
Q4 | $475K | Hold |
3,600
| – | – | 0.02% | 216 |
|
2018
Q3 | $540K | Hold |
3,600
| – | – | 0.02% | 212 |
|
2018
Q2 | $477K | Hold |
3,600
| – | – | 0.02% | 221 |
|
2018
Q1 | $431K | Sell |
3,600
-125
| -3% | -$15K | 0.02% | 253 |
|
2017
Q4 | $425K | Buy |
3,725
+125
| +3% | +$14.3K | 0.02% | 216 |
|
2017
Q3 | $379K | Sell |
3,600
-51
| -1% | -$5.37K | 0.01% | 215 |
|
2017
Q2 | $342K | Buy |
3,651
+51
| +1% | +$4.78K | 0.01% | 226 |
|
2017
Q1 | $320K | Hold |
3,600
| – | – | 0.01% | 234 |
|
2016
Q4 | $281K | Sell |
3,600
-321
| -8% | -$25.1K | 0.01% | 247 |
|
2016
Q3 | $324K | Hold |
3,921
| – | – | 0.01% | 240 |
|
2016
Q2 | $291K | Sell |
3,921
-52
| -1% | -$3.86K | 0.01% | 253 |
|
2016
Q1 | $304K | Sell |
3,973
-132
| -3% | -$10.1K | 0.01% | 247 |
|
2015
Q4 | $318K | Buy |
4,105
+240
| +6% | +$18.6K | 0.01% | 250 |
|
2015
Q3 | $269K | Hold |
3,865
| – | – | 0.01% | 250 |
|
2015
Q2 | $260K | Sell |
3,865
-71
| -2% | -$4.78K | 0.01% | 263 |
|
2015
Q1 | $257K | Buy |
3,936
+2,952
| +300% | +$193K | 0.01% | 272 |
|
2014
Q4 | $258K | Hold |
984
| – | – | 0.01% | 288 |
|
2014
Q3 | $210K | Sell |
984
-39
| -4% | -$8.32K | ﹤0.01% | 315 |
|
2014
Q2 | $216K | Sell |
1,023
-500
| -33% | -$106K | ﹤0.01% | 311 |
|
2014
Q1 | $329K | Sell |
1,523
-26
| -2% | -$5.62K | 0.01% | 271 |
|
2013
Q4 | $345K | Buy |
1,549
+7
| +0.5% | +$1.56K | 0.01% | 263 |
|
2013
Q3 | $295K | Buy |
+1,542
| New | +$295K | 0.01% | 270 |
|