CIAS
CFS Investment Advisory Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
3,899
+216
| +6% | +$76.7K | 0.11% | 146 |
|
|
2025
Q1 | $1.29M | Buy |
3,683
+78
| +2% | +$27.3K | 0.11% | 143 |
|
|
2024
Q4 | $1.14M | Buy |
3,605
+271
| +8% | +$85.6K | 0.1% | 146 |
|
|
2024
Q3 | $917K | Buy |
3,334
+93
| +3% | +$25.6K | 0.08% | 161 |
|
|
2024
Q2 | $851K | Buy |
3,241
+51
| +2% | +$13.4K | 0.07% | 152 |
|
|
2024
Q1 | $890K | Buy |
3,190
+803
| +34% | +$224K | 0.15% | 90 |
|
|
2023
Q4 | $621K | Buy |
2,387
+245
| +11% | +$63.7K | 0.11% | 94 |
|
|
2023
Q3 | $493K | Sell |
2,142
-47
| -2% | -$10.8K | 0.08% | 115 |
|
|
2023
Q2 | $520K | Sell |
2,189
-7
| -0.3% | -$1.66K | 0.07% | 158 |
|
|
2023
Q1 | $495K | Buy |
2,196
+120
| +6% | +$27K | 0.09% | 91 |
|
|
2022
Q4 | $431K | Sell |
2,076
-292,697
| -99% | -$60.8M | 0.1% | 85 |
|
|
2022
Q3 | $295K | Buy |
294,773
+293,188
| +18,498% | +$293K | 0.07% | 111 |
|
|
2022
Q2 | $312K | Sell |
1,585
-355,908
| -100% | -$70.1M | 0.05% | 185 |
|
|
2022
Q1 | $2K | Buy |
357,493
+355,900
| +22,341% | +$1.99K | 0.01% | 302 |
|
|
2021
Q4 | $360K | Buy |
1,593
+24
| +2% | +$5.42K | 0.05% | 183 |
|
|
2021
Q3 | $349K | Buy |
+1,569
| New | +$349K | 0.05% | 176 |
|
|
2020
Q4 | $319K | Buy |
+1,457
| New | +$319K | 0.05% | 150 |
|