CCIA
Cherry Creek Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Buy |
16,182
+902
| +6% | +$320K | 2.69% | 11 |
|
|
2025
Q1 | $5.35M | Buy |
15,280
+332
| +2% | +$116K | 2.79% | 11 |
|
|
2024
Q4 | $4.72M | Sell |
14,948
-37
| -0.2% | -$11.7K | 2.32% | 14 |
|
|
2024
Q3 | $4.12M | Buy |
14,985
+27
| +0.2% | +$7.42K | 2.13% | 13 |
|
|
2024
Q2 | $3.93M | Buy |
14,958
+113
| +0.8% | +$29.7K | 2.05% | 15 |
|
|
2024
Q1 | $4.14M | Sell |
14,845
-69
| -0.5% | -$19.3K | 2.24% | 13 |
|
|
2023
Q4 | $3.88M | Sell |
14,914
-37
| -0.2% | -$9.63K | 2.37% | 13 |
|
|
2023
Q3 | $3.44M | Sell |
14,951
-69
| -0.5% | -$15.9K | 2.33% | 13 |
|
|
2023
Q2 | $3.57M | Buy |
15,020
+48
| +0.3% | +$11.4K | 2.4% | 13 |
|
|
2023
Q1 | $3.38M | Sell |
14,972
-21
| -0.1% | -$4.74K | 2.47% | 13 |
|
|
2022
Q4 | $3.11M | Sell |
14,993
-28
| -0.2% | -$5.82K | 2.42% | 12 |
|
|
2022
Q3 | $2.67M | Buy |
15,021
+26
| +0.2% | +$4.62K | 2.21% | 12 |
|
|
2022
Q2 | $2.95M | Sell |
14,995
-279
| -2% | -$54.9K | 2.38% | 11 |
|
|
2022
Q1 | $3.39M | Buy |
15,274
+229
| +2% | +$50.8K | 2.23% | 13 |
|
|
2021
Q4 | $3.26M | Buy |
15,045
+19
| +0.1% | +$4.12K | 2.02% | 13 |
|
|
2021
Q3 | $3.35M | Buy |
15,026
+76
| +0.5% | +$16.9K | 2.23% | 13 |
|
|
2021
Q2 | $3.5M | Buy |
+14,950
| New | +$3.5M | 2.3% | 14 |
|