Capital Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
56,279
+5,467
| +11% | +$1.94M | 0.36% | 70 |
|
|
2025
Q1 | $17.8M | Buy |
50,812
+6,788
| +15% | +$2.38M | 0.35% | 71 |
|
|
2024
Q4 | $13.9M | Buy |
44,024
+5,659
| +15% | +$1.79M | 0.28% | 82 |
|
|
2024
Q3 | $10.5M | Buy |
38,365
+692
| +2% | +$190K | 0.22% | 96 |
|
|
2024
Q2 | $9.89M | Buy |
37,673
+6,799
| +22% | +$1.78M | 0.22% | 95 |
|
|
2024
Q1 | $8.62M | Buy |
30,874
+1,715
| +6% | +$479K | 0.2% | 100 |
|
|
2023
Q4 | $7.59M | Buy |
29,159
+3,341
| +13% | +$870K | 0.19% | 101 |
|
|
2023
Q3 | $5.94M | Buy |
25,818
+1,782
| +7% | +$410K | 0.16% | 115 |
|
|
2023
Q2 | $5.71M | Buy |
24,036
+1,049
| +5% | +$249K | 0.17% | 101 |
|
|
2023
Q1 | $5.18M | Sell |
22,987
-632
| -3% | -$142K | 0.15% | 113 |
|
|
2022
Q4 | $4.91M | Buy |
23,619
+899
| +4% | +$187K | 0.15% | 122 |
|
|
2022
Q3 | $4.04M | Sell |
22,720
-359
| -2% | -$63.8K | 0.14% | 122 |
|
|
2022
Q2 | $4.54M | Sell |
23,079
-820
| -3% | -$161K | 0.15% | 119 |
|
|
2022
Q1 | $5.3M | Sell |
23,899
-222
| -0.9% | -$49.2K | 0.16% | 115 |
|
|
2021
Q4 | $5.23M | Sell |
24,121
-487
| -2% | -$106K | 0.16% | 111 |
|
|
2021
Q3 | $5.48M | Buy |
24,608
+500
| +2% | +$111K | 0.18% | 104 |
|
|
2021
Q2 | $5.64M | Buy |
24,108
+1,447
| +6% | +$338K | 0.19% | 99 |
|
|
2021
Q1 | $4.8M | Buy |
22,661
+1,006
| +5% | +$213K | 0.18% | 106 |
|
|
2020
Q4 | $4.74M | Sell |
21,655
-133
| -0.6% | -$29.1K | 0.2% | 95 |
|
|
2020
Q3 | $4.36M | Buy |
21,788
+172
| +0.8% | +$34.4K | 0.21% | 96 |
|
|
2020
Q2 | $4.18M | Buy |
21,616
+973
| +5% | +$188K | 0.22% | 94 |
|
|
2020
Q1 | $3.33M | Buy |
20,643
+528
| +3% | +$85.1K | 0.21% | 100 |
|
|
2019
Q4 | $3.78M | Sell |
20,115
-161
| -0.8% | -$30.3K | 0.18% | 111 |
|
|
2019
Q3 | $3.49M | Sell |
20,276
-209
| -1% | -$36K | 0.18% | 115 |
|
|
2019
Q2 | $3.56M | Sell |
20,485
-310
| -1% | -$53.8K | 0.2% | 107 |
|
|
2019
Q1 | $3.25M | Sell |
20,795
-1,315
| -6% | -$205K | 0.19% | 105 |
|
|
2018
Q4 | $2.92M | Buy |
22,110
+479
| +2% | +$63.2K | 0.19% | 102 |
|
|
2018
Q3 | $3.25M | Buy |
21,631
+189
| +0.9% | +$28.4K | 0.19% | 100 |
|
|
2018
Q2 | $2.84M | Buy |
21,442
+212
| +1% | +$28.1K | 0.18% | 111 |
|
|
2018
Q1 | $2.54M | Buy |
21,230
+94
| +0.4% | +$11.2K | 0.17% | 120 |
|
|
2017
Q4 | $2.41M | Buy |
21,136
+690
| +3% | +$78.7K | 0.16% | 125 |
|
|
2017
Q3 | $2.15M | Sell |
20,446
-272
| -1% | -$28.6K | 0.15% | 134 |
|
|
2017
Q2 | $1.94M | Buy |
20,718
+107
| +0.5% | +$10K | 0.14% | 138 |
|
|
2017
Q1 | $1.83M | Sell |
20,611
-136
| -0.7% | -$12.1K | 0.14% | 141 |
|
|
2016
Q4 | $1.62M | Buy |
20,747
+548
| +3% | +$42.8K | 0.14% | 146 |
|
|
2016
Q3 | $1.67M | Buy |
20,199
+529
| +3% | +$43.7K | 0.15% | 139 |
|
|
2016
Q2 | $1.46M | Sell |
19,670
-228
| -1% | -$16.9K | 0.14% | 141 |
|
|
2016
Q1 | $1.52M | Buy |
19,898
+6,783
| +52% | +$519K | 0.15% | 131 |
|
|
2015
Q4 | $1.02M | Buy |
13,115
+1,788
| +16% | +$139K | 0.1% | 163 |
|
|
2015
Q3 | $789K | Buy |
11,327
+1,518
| +15% | +$106K | 0.09% | 183 |
|
|
2015
Q2 | $659K | Buy |
9,809
+2,553
| +35% | +$172K | 0.07% | 203 |
|
|
2015
Q1 | $475K | Sell |
7,256
-292
| -4% | -$19.1K | 0.05% | 249 |
|
|
2014
Q4 | $495K | Sell |
7,548
-8
| -0.1% | -$525 | 0.05% | 242 |
|
|
2014
Q3 | $403K | Sell |
7,556
-100
| -1% | -$5.33K | 0.05% | 252 |
|
|
2014
Q2 | $403K | Sell |
7,656
-440
| -5% | -$23.2K | 0.05% | 257 |
|
|
2014
Q1 | $437K | Buy |
+8,096
| New | +$437K | 0.05% | 251 |
|