Apriem Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Hold |
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|
2025
Q1 | $955K | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $665K | Buy |
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|
2024
Q1 | $704K | Buy |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $510K | Sell |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $222K | Sell |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $118K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $97K | Hold |
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|
2016
Q4 | $85K | Sell |
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|
2016
Q3 | $104K | Sell |
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|
2016
Q2 | $258K | Buy |
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|
2016
Q1 | $87K | Buy |
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|
2015
Q4 | $54K | Buy |
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|
2015
Q3 | $28K | Hold |
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|
2015
Q2 | $27K | Hold |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $26K | Sell |
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|
2014
Q3 | $46K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $19K | Hold |
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|
2013
Q2 | $18K | Buy |
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