AA
Apriem Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Hold |
2,724
| – | – | 0.1% | 87 |
|
|
2025
Q1 | $955K | Sell |
2,724
-473
| -15% | -$166K | 0.11% | 83 |
|
|
2024
Q4 | $1.01M | Buy |
3,197
+736
| +30% | +$233K | 0.12% | 79 |
|
|
2024
Q3 | $677K | Sell |
2,461
-71
| -3% | -$19.5K | 0.08% | 85 |
|
|
2024
Q2 | $665K | Buy |
2,532
+8
| +0.3% | +$2.1K | 0.08% | 89 |
|
|
2024
Q1 | $704K | Buy |
2,524
+300
| +13% | +$83.7K | 0.09% | 90 |
|
|
2023
Q4 | $579K | Sell |
2,224
-37
| -2% | -$9.63K | 0.08% | 91 |
|
|
2023
Q3 | $520K | Buy |
2,261
+115
| +5% | +$26.5K | 0.08% | 89 |
|
|
2023
Q2 | $510K | Sell |
2,146
-308
| -13% | -$73.1K | 0.08% | 92 |
|
|
2023
Q1 | $553K | Hold |
2,454
| – | – | 0.09% | 87 |
|
|
2022
Q4 | $510K | Buy |
2,454
+1,300
| +113% | +$270K | 0.09% | 89 |
|
|
2022
Q3 | $205K | Sell |
1,154
-230
| -17% | -$40.9K | 0.04% | 131 |
|
|
2022
Q2 | $273K | Sell |
1,384
-20
| -1% | -$3.95K | 0.05% | 116 |
|
|
2022
Q1 | $311K | Buy |
1,404
+379
| +37% | +$84K | 0.05% | 115 |
|
|
2021
Q4 | $222K | Sell |
1,025
-213
| -17% | -$46.1K | 0.03% | 134 |
|
|
2021
Q3 | $276K | Buy |
1,238
+13
| +1% | +$2.9K | 0.04% | 125 |
|
|
2021
Q2 | $286K | Buy |
+1,225
| New | +$286K | 0.04% | 125 |
|
|
2018
Q3 | – | Sell |
-891
| Closed | -$118K | – | 368 |
|
|
2018
Q2 | $118K | Buy |
+891
| New | +$118K | 0.03% | 158 |
|
|
2017
Q2 | – | Sell |
-1,095
| Closed | -$97K | – | 528 |
|
|
2017
Q1 | $97K | Hold |
1,095
| – | – | 0.03% | 174 |
|
|
2016
Q4 | $85K | Sell |
1,095
-158
| -13% | -$12.3K | 0.03% | 178 |
|
|
2016
Q3 | $104K | Sell |
1,253
-2,221
| -64% | -$184K | 0.03% | 165 |
|
|
2016
Q2 | $258K | Buy |
3,474
+2,342
| +207% | +$174K | 0.08% | 96 |
|
|
2016
Q1 | $87K | Buy |
1,132
+432
| +62% | +$33.2K | 0.03% | 148 |
|
|
2015
Q4 | $54K | Buy |
700
+300
| +75% | +$23.1K | 0.02% | 197 |
|
|
2015
Q3 | $28K | Hold |
400
| – | – | 0.01% | 251 |
|
|
2015
Q2 | $27K | Hold |
400
| – | – | 0.01% | 281 |
|
|
2015
Q1 | $26K | Buy |
400
+300
| +300% | +$19.5K | 0.01% | 283 |
|
|
2014
Q4 | $26K | Sell |
100
-116
| -54% | -$30.2K | 0.01% | 262 |
|
|
2014
Q3 | $46K | Buy |
+216
| New | +$46K | 0.02% | 206 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$22K | – | 508 |
|
|
2014
Q1 | $22K | Hold |
100
| – | – | 0.01% | 292 |
|
|
2013
Q4 | $22K | Hold |
100
| – | – | 0.01% | 284 |
|
|
2013
Q3 | $19K | Hold |
100
| – | – | 0.01% | 292 |
|
|
2013
Q2 | $18K | Buy |
+100
| New | +$18K | 0.01% | 284 |
|