CIAS
Capital Investment Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Buy |
16,765
+650
| +4% | +$231K | 0.49% | 46 |
|
|
2025
Q1 | $5.65M | Buy |
16,115
+926
| +6% | +$325K | 0.51% | 46 |
|
|
2024
Q4 | $4.8M | Buy |
15,189
+81
| +0.5% | +$25.6K | 0.46% | 53 |
|
|
2024
Q3 | $4.15M | Buy |
15,108
+578
| +4% | +$159K | 0.39% | 62 |
|
|
2024
Q2 | $3.81M | Buy |
14,530
+149
| +1% | +$39.1K | 0.39% | 57 |
|
|
2024
Q1 | $4.01M | Buy |
14,381
+286
| +2% | +$79.8K | 0.43% | 49 |
|
|
2023
Q4 | $3.67M | Sell |
14,095
-151
| -1% | -$39.3K | 0.34% | 56 |
|
|
2023
Q3 | $3.28M | Buy |
14,246
+590
| +4% | +$136K | 0.32% | 56 |
|
|
2023
Q2 | $3.24M | Buy |
13,656
+467
| +4% | +$111K | 0.32% | 57 |
|
|
2023
Q1 | $2.97M | Sell |
13,189
-1,522
| -10% | -$343K | 0.35% | 58 |
|
|
2022
Q4 | $3.06M | Sell |
14,711
-276
| -2% | -$57.3K | 0.36% | 57 |
|
|
2022
Q3 | $2.66M | Sell |
14,987
-1,212
| -7% | -$215K | 0.35% | 57 |
|
|
2022
Q2 | $3.19M | Buy |
16,199
+255
| +2% | +$50.2K | 0.39% | 53 |
|
|
2022
Q1 | $3.54M | Buy |
15,944
+36
| +0.2% | +$7.98K | 0.38% | 51 |
|
|
2021
Q4 | $3.45M | Sell |
15,908
-1,655
| -9% | -$359K | 0.41% | 53 |
|
|
2021
Q3 | $3.91M | Sell |
17,563
-645
| -4% | -$144K | 0.49% | 37 |
|
|
2021
Q2 | $4.26M | Sell |
18,208
-186
| -1% | -$43.5K | 0.54% | 32 |
|
|
2021
Q1 | $3.9M | Buy |
18,394
+240
| +1% | +$50.8K | 0.55% | 35 |
|
|
2020
Q4 | $3.97M | Buy |
18,154
+1,969
| +12% | +$431K | 0.59% | 32 |
|
|
2020
Q3 | $3.24M | Sell |
16,185
-1,431
| -8% | -$286K | 0.61% | 36 |
|
|
2020
Q2 | $3.4M | Sell |
17,616
-68
| -0.4% | -$13.1K | 0.69% | 27 |
|
|
2020
Q1 | $2.85M | Buy |
17,684
+6,653
| +60% | +$1.07M | 0.7% | 27 |
|
|
2019
Q4 | $2.07M | Buy |
11,031
+1,138
| +12% | +$214K | 0.55% | 39 |
|
|
2019
Q3 | $1.7M | Buy |
9,893
+132
| +1% | +$22.7K | 0.47% | 40 |
|
|
2019
Q2 | $1.76M | Buy |
9,761
+3,811
| +64% | +$688K | 0.54% | 33 |
|
|
2019
Q1 | $929K | Buy |
5,950
+249
| +4% | +$38.9K | 0.35% | 52 |
|
|
2018
Q4 | $752K | Buy |
5,701
+163
| +3% | +$21.5K | 0.32% | 60 |
|
|
2018
Q3 | $831K | Hold |
5,538
| – | – | 0.39% | 62 |
|
|
2018
Q2 | $734K | Buy |
5,538
+249
| +5% | +$33K | 0.37% | 69 |
|
|
2018
Q1 | $633K | Buy |
5,289
+946
| +22% | +$113K | 0.35% | 72 |
|
|
2017
Q4 | $495K | Hold |
4,343
| – | – | 0.29% | 85 |
|
|
2017
Q3 | $457K | Sell |
4,343
-404
| -9% | -$42.5K | 0.28% | 88 |
|
|
2017
Q2 | $445K | Buy |
4,747
+20
| +0.4% | +$1.88K | 0.29% | 83 |
|
|
2017
Q1 | $420K | Sell |
4,727
-1,772
| -27% | -$157K | 0.31% | 82 |
|
|
2016
Q4 | $507K | Buy |
+6,499
| New | +$507K | 0.44% | 60 |
|