Capital Advisors Inc’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47.7M | Buy |
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|
2025
Q2 | $48.2M | Buy |
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|
2025
Q1 | $46.3M | Sell |
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|
2024
Q4 | $50M | Sell |
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|
2024
Q3 | $43.6M | Buy |
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|
2024
Q2 | $40.8M | Buy |
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|
2024
Q1 | $41.5M | Buy |
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|
2023
Q4 | $37M | Buy |
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|
2023
Q3 | $31.7M | Buy |
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|
2023
Q2 | $30.7M | Buy |
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|
2023
Q1 | $29M | Buy |
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|
2022
Q4 | $26.5M | Buy |
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|
2022
Q3 | $23M | Buy |
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|
2022
Q2 | $23.3M | Buy |
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|
2022
Q1 | $25.3M | Buy |
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|
2021
Q4 | $24.7M | Buy |
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|
2021
Q3 | $25M | Buy |
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|
2021
Q2 | $26.1M | Buy |
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|
2021
Q1 | $23M | Sell |
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|
2020
Q4 | $30.3M | Buy |
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|
2020
Q3 | $26.3M | Buy |
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|
2020
Q2 | $25.8M | Sell |
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|
2020
Q1 | $24.2M | Buy |
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|
2019
Q4 | $26.5M | Buy |
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|
2019
Q3 | $21.6M | Hold |
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|
2019
Q2 | $21.6M | Buy |
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|
2019
Q1 | $8.94M | Sell |
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|
2018
Q4 | $21M | Sell |
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|
2018
Q3 | $24.1M | Buy |
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|
2018
Q2 | $21.2M | Sell |
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|
2018
Q1 | $19.7M | Buy |
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|
2017
Q4 | $18.7M | Sell |
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|
2017
Q3 | $17.9M | Sell |
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|
2017
Q2 | $16.3M | Sell |
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|
2017
Q1 | $15.8M | Buy |
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|
2016
Q4 | $10.5M | Buy |
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|
2016
Q3 | $10.9M | Sell |
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|
2016
Q2 | $9.82M | Buy |
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|
2016
Q1 | $9.6M | Buy |
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|
2015
Q4 | $9.36M | Buy |
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|
2015
Q3 | $8.38M | Buy |
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|
2015
Q2 | $7.97M | Buy |
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|
2015
Q1 | $7.65M | Buy |
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|
2014
Q4 | $7.61M | Buy |
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|
2014
Q3 | $6.13M | Sell |
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|
2014
Q2 | $6.18M | Buy |
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|
2014
Q1 | $6.3M | Sell |
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|
2013
Q4 | $6.58M | Sell |
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|
2013
Q3 | $5.83M | Buy |
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|
2013
Q2 | $5.57M | Buy |
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