BIA
Bigelow Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
3,811
-1
| -0% | -$355 | 0.6% | 50 |
|
|
2025
Q1 | $1.34M | Sell |
3,812
-98
| -3% | -$34.3K | 0.63% | 49 |
|
|
2024
Q4 | $1.24M | Sell |
3,910
-160
| -4% | -$50.6K | 0.58% | 49 |
|
|
2024
Q3 | $1.12M | Buy |
4,070
+75
| +2% | +$20.6K | 0.5% | 59 |
|
|
2024
Q2 | $1.05M | Sell |
3,995
-26
| -0.6% | -$6.82K | 0.5% | 59 |
|
|
2024
Q1 | $1.12M | Sell |
4,021
-145
| -3% | -$40.5K | 0.55% | 54 |
|
|
2023
Q4 | $1.08M | Buy |
4,166
+54
| +1% | +$14.1K | 0.59% | 52 |
|
|
2023
Q3 | $946K | Hold |
4,112
| – | – | 0.54% | 56 |
|
|
2023
Q2 | $977K | Buy |
4,112
+81
| +2% | +$19.2K | 0.53% | 59 |
|
|
2023
Q1 | $909K | Sell |
4,031
-30
| -0.7% | -$6.76K | 0.52% | 62 |
|
|
2022
Q4 | $844K | Sell |
4,061
-661
| -14% | -$137K | 0.49% | 65 |
|
|
2022
Q3 | $839K | Buy |
4,722
+147
| +3% | +$26.1K | 0.5% | 61 |
|
|
2022
Q2 | $901K | Buy |
4,575
+299
| +7% | +$58.9K | 0.5% | 58 |
|
|
2022
Q1 | $948K | Buy |
4,276
+100
| +2% | +$22.2K | 0.44% | 57 |
|
|
2021
Q4 | $905K | Sell |
4,176
-58
| -1% | -$12.6K | 0.41% | 64 |
|
|
2021
Q3 | $943K | Buy |
4,234
+76
| +2% | +$16.9K | 0.46% | 58 |
|
|
2021
Q2 | $972K | Buy |
4,158
+25
| +0.6% | +$5.84K | 0.47% | 58 |
|
|
2021
Q1 | $875K | Buy |
4,133
+80
| +2% | +$16.9K | 0.44% | 63 |
|
|
2020
Q4 | $887K | Sell |
4,053
-154
| -4% | -$33.7K | 0.47% | 59 |
|
|
2020
Q3 | $841K | Buy |
4,207
+5
| +0.1% | +$1K | 0.5% | 56 |
|
|
2020
Q2 | $812K | Sell |
4,202
-685
| -14% | -$132K | 0.53% | 50 |
|
|
2020
Q1 | $787K | Sell |
4,887
-655
| -12% | -$105K | 0.59% | 45 |
|
|
2019
Q4 | $1.04M | Sell |
5,542
-192
| -3% | -$36.1K | 0.61% | 40 |
|
|
2019
Q3 | $986K | Sell |
5,734
-103
| -2% | -$17.7K | 0.63% | 40 |
|
|
2019
Q2 | $1.01M | Sell |
5,837
-155
| -3% | -$26.9K | 0.68% | 40 |
|
|
2019
Q1 | $936K | Sell |
5,992
-700
| -10% | -$109K | 0.65% | 43 |
|
|
2018
Q4 | $883K | Hold |
6,692
| – | – | 0.66% | 40 |
|
|
2018
Q3 | $1M | Sell |
6,692
-900
| -12% | -$135K | 0.68% | 40 |
|
|
2018
Q2 | $1.01M | Buy |
7,592
+20
| +0.3% | +$2.65K | 0.69% | 44 |
|
|
2018
Q1 | $906K | Buy |
+7,572
| New | +$906K | 0.62% | 46 |
|