Aviance Capital Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Buy |
21,278
+112
| +0.5% | +$39.8K | 0.99% | 19 |
|
|
2025
Q1 | $7.42M | Buy |
21,166
+518
| +3% | +$182K | 1.04% | 16 |
|
|
2024
Q4 | $6.53M | Sell |
20,648
-1,472
| -7% | -$465K | 0.9% | 23 |
|
|
2024
Q3 | $6.08M | Buy |
22,120
+204
| +0.9% | +$56K | 0.8% | 29 |
|
|
2024
Q2 | $5.75M | Buy |
21,916
+442
| +2% | +$116K | 0.82% | 26 |
|
|
2024
Q1 | $5.99M | Buy |
21,474
+4,715
| +28% | +$1.32M | 0.89% | 23 |
|
|
2023
Q4 | $4.36M | Sell |
16,759
-166
| -1% | -$43.2K | 0.93% | 27 |
|
|
2023
Q3 | $3.89M | Sell |
16,925
-1,223
| -7% | -$281K | 0.88% | 35 |
|
|
2023
Q2 | $4.31M | Buy |
18,148
+165
| +0.9% | +$39.2K | 0.91% | 29 |
|
|
2023
Q1 | $4.05M | Buy |
17,983
+263
| +1% | +$59.3K | 0.9% | 29 |
|
|
2022
Q4 | $3.68M | Buy |
17,720
+50
| +0.3% | +$10.4K | 0.86% | 30 |
|
|
2022
Q3 | $3.14M | Sell |
17,670
-8,570
| -33% | -$1.52M | 0.78% | 31 |
|
|
2022
Q2 | $5.17M | Sell |
26,240
-6,581
| -20% | -$1.3M | 1.15% | 17 |
|
|
2022
Q1 | $7.28M | Sell |
32,821
-1,466
| -4% | -$325K | 1.34% | 8 |
|
|
2021
Q4 | $7.43M | Sell |
34,287
-34
| -0.1% | -$7.37K | 1.24% | 15 |
|
|
2021
Q3 | $7.65M | Buy |
34,321
+55
| +0.2% | +$12.3K | 1.35% | 11 |
|
|
2021
Q2 | $8.01M | Buy |
34,266
+925
| +3% | +$216K | 1.4% | 10 |
|
|
2021
Q1 | $7.06M | Buy |
33,341
+6,481
| +24% | +$1.37M | 1.36% | 10 |
|
|
2020
Q4 | $5.88M | Sell |
26,860
-216
| -0.8% | -$47.2K | 1.19% | 14 |
|
|
2020
Q3 | $5.41M | Sell |
27,076
-8,305
| -23% | -$1.66M | 1.22% | 10 |
|
|
2020
Q2 | $6.84M | Buy |
35,381
+4,259
| +14% | +$823K | 1.69% | 8 |
|
|
2020
Q1 | $5.01M | Sell |
31,122
-290
| -0.9% | -$46.7K | 1.58% | 8 |
|
|
2019
Q4 | $5.9M | Buy |
31,412
+4,766
| +18% | +$895K | 1.51% | 8 |
|
|
2019
Q3 | $4.58M | Buy |
26,646
+537
| +2% | +$92.4K | 1.35% | 9 |
|
|
2019
Q2 | $4.53M | Sell |
26,109
-8,398
| -24% | -$1.46M | 1.25% | 10 |
|
|
2019
Q1 | $5.39M | Sell |
34,507
-1,964
| -5% | -$307K | 1.54% | 9 |
|
|
2018
Q4 | $4.81M | Buy |
36,471
+6,094
| +20% | +$804K | 1.69% | 8 |
|
|
2018
Q3 | $4.56M | Buy |
30,377
+7,662
| +34% | +$1.15M | 1.1% | 12 |
|
|
2018
Q2 | $3.01M | Sell |
22,715
-805
| -3% | -$107K | 0.87% | 16 |
|
|
2018
Q1 | $2.81M | Buy |
23,520
+14,954
| +175% | +$1.79M | 0.85% | 23 |
|
|
2017
Q4 | $977K | Sell |
8,566
-88
| -1% | -$10K | 0.32% | 87 |
|
|
2017
Q3 | $911K | Sell |
8,654
-795
| -8% | -$83.7K | 0.31% | 94 |
|
|
2017
Q2 | $886K | Sell |
9,449
-40
| -0.4% | -$3.75K | 0.29% | 102 |
|
|
2017
Q1 | $843K | Sell |
9,489
-309
| -3% | -$27.5K | 0.31% | 100 |
|
|
2016
Q4 | $764K | Sell |
9,798
-26
| -0.3% | -$2.03K | 0.27% | 107 |
|
|
2016
Q3 | $812K | Sell |
9,824
-415
| -4% | -$34.3K | 0.29% | 93 |
|
|
2016
Q2 | $759K | Sell |
10,239
-3,940
| -28% | -$292K | 0.28% | 101 |
|
|
2016
Q1 | $1.08M | Sell |
14,179
-5,030
| -26% | -$385K | 0.38% | 70 |
|
|
2015
Q4 | $1.49M | Buy |
19,209
+3,129
| +19% | +$243K | 0.51% | 52 |
|
|
2015
Q3 | $1.12M | Buy |
+16,080
| New | +$1.12M | 0.46% | 70 |
|