Angeles Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,296
| Closed | -$726K | – | 187 |
|
|
2024
Q4 | $726K | Sell |
2,296
-1,069
| -32% | -$338K | 0.03% | 60 |
|
|
2024
Q3 | $925K | Sell |
3,365
-163
| -5% | -$44.8K | 0.05% | 52 |
|
|
2024
Q2 | $926K | Sell |
3,528
-841
| -19% | -$221K | 0.05% | 50 |
|
|
2024
Q1 | $1.22M | Buy |
4,369
+648
| +17% | +$181K | 0.06% | 38 |
|
|
2023
Q4 | $969K | Sell |
3,721
-408
| -10% | -$106K | 0.06% | 42 |
|
|
2023
Q3 | $950K | Buy |
4,129
+722
| +21% | +$166K | 0.07% | 36 |
|
|
2023
Q2 | $809K | Buy |
+3,407
| New | +$809K | 0.07% | 36 |
|
|
2022
Q1 | – | Sell |
-7,453
| Closed | -$1.62M | – | 213 |
|
|
2021
Q4 | $1.62M | Sell |
7,453
-6,548
| -47% | -$1.42M | 0.08% | 59 |
|
|
2021
Q3 | $3.12M | Buy |
14,001
+3,433
| +32% | +$765K | 0.18% | 38 |
|
|
2021
Q2 | $2.47M | Buy |
10,568
+1,966
| +23% | +$460K | 0.15% | 33 |
|
|
2021
Q1 | $1.82M | Buy |
8,602
+1,558
| +22% | +$330K | 0.14% | 31 |
|
|
2020
Q4 | $1.54M | Buy |
7,044
+825
| +13% | +$180K | 0.16% | 28 |
|
|
2020
Q3 | $1.24M | Sell |
6,219
-1,070
| -15% | -$214K | 0.16% | 25 |
|
|
2020
Q2 | $1.41M | Sell |
7,289
-3,052
| -30% | -$590K | 0.2% | 25 |
|
|
2020
Q1 | $1.87M | Sell |
10,341
-1,205
| -10% | -$218K | 0.5% | 20 |
|
|
2019
Q4 | $2.17M | Buy |
11,546
+596
| +5% | +$112K | 0.44% | 10 |
|
|
2019
Q3 | $1.88M | Buy |
10,950
+2,028
| +23% | +$349K | 0.41% | 15 |
|
|
2019
Q2 | $1.55M | Buy |
8,922
+2,841
| +47% | +$493K | 0.38% | 15 |
|
|
2019
Q1 | $950K | Buy |
6,081
+3,363
| +124% | +$525K | 0.9% | 19 |
|
|
2018
Q4 | $359K | Buy |
+2,718
| New | +$359K | 0.31% | 26 |
|