CIA
Choate Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.9M | Buy |
104,002
+199
| +0.2% | +$70.7K | 0.8% | 17 |
|
|
2025
Q1 | $36.4M | Buy |
103,803
+33
| +0% | +$11.6K | 0.9% | 17 |
|
|
2024
Q4 | $32.8M | Buy |
103,770
+768
| +0.7% | +$243K | 0.79% | 17 |
|
|
2024
Q3 | $28.3M | Buy |
103,002
+2,018
| +2% | +$555K | 0.72% | 19 |
|
|
2024
Q2 | $26.5M | Sell |
100,984
-2,687
| -3% | -$705K | 0.69% | 18 |
|
|
2024
Q1 | $28.9M | Buy |
103,671
+1,796
| +2% | +$501K | 0.78% | 16 |
|
|
2023
Q4 | $26.5M | Buy |
101,875
+77,572
| +319% | +$20.2M | 0.82% | 16 |
|
|
2023
Q3 | $5.59M | Buy |
24,303
+7,961
| +49% | +$1.83M | 0.22% | 49 |
|
|
2023
Q2 | $3.88M | Buy |
16,342
+3,748
| +30% | +$890K | 0.16% | 57 |
|
|
2023
Q1 | $2.84M | Hold |
12,594
| – | – | 0.14% | 66 |
|
|
2022
Q4 | $2.62M | Buy |
12,594
+3,861
| +44% | +$802K | 0.16% | 69 |
|
|
2022
Q3 | $1.55M | Sell |
8,733
-398
| -4% | -$70.7K | 0.1% | 83 |
|
|
2022
Q2 | $1.8M | Sell |
9,131
-3,578
| -28% | -$705K | 0.11% | 79 |
|
|
2022
Q1 | $2.82M | Buy |
12,709
+5,144
| +68% | +$1.14M | 0.15% | 68 |
|
|
2021
Q4 | $1.64M | Buy |
7,565
+2,368
| +46% | +$513K | 0.1% | 93 |
|
|
2021
Q3 | $1.16M | Buy |
5,197
+65
| +1% | +$14.5K | 0.07% | 113 |
|
|
2021
Q2 | $1.2M | Buy |
5,132
+702
| +16% | +$164K | 0.07% | 111 |
|
|
2021
Q1 | $938K | Buy |
4,430
+203
| +5% | +$43K | 0.06% | 128 |
|
|
2020
Q4 | $925K | Sell |
4,227
-2,221
| -34% | -$486K | 0.06% | 119 |
|
|
2020
Q3 | $1.29M | Buy |
6,448
+425
| +7% | +$85K | 0.08% | 89 |
|
|
2020
Q2 | $1.16M | Buy |
6,023
+316
| +6% | +$61K | 0.08% | 87 |
|
|
2020
Q1 | $920K | Buy |
5,707
+3,465
| +155% | +$559K | 0.07% | 104 |
|
|
2019
Q4 | $421K | Hold |
2,242
| – | – | 0.03% | 170 |
|
|
2019
Q3 | $386K | Hold |
2,242
| – | – | 0.02% | 173 |
|
|
2019
Q2 | $389K | Sell |
2,242
-124
| -5% | -$21.5K | 0.02% | 177 |
|
|
2019
Q1 | $370K | Buy |
2,366
+36
| +2% | +$5.63K | 0.02% | 181 |
|
|
2018
Q4 | $307K | Sell |
2,330
-84
| -3% | -$11.1K | 0.02% | 178 |
|
|
2018
Q3 | $362K | Buy |
+2,414
| New | +$362K | 0.02% | 159 |
|