CIA
Concurrent Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
76,781
+6,879
| +10% | +$2.44M | 0.53% | 32 |
|
|
2025
Q1 | $24.5M | Buy |
69,902
+5,857
| +9% | +$2.05M | 0.59% | 28 |
|
|
2024
Q4 | $20.2M | Sell |
64,045
-2,062
| -3% | -$652K | 0.54% | 36 |
|
|
2024
Q3 | $18.2M | Buy |
66,107
+4,104
| +7% | +$1.13M | 0.54% | 36 |
|
|
2024
Q2 | $16.3M | Buy |
62,003
+12,065
| +24% | +$3.17M | 0.53% | 39 |
|
|
2024
Q1 | $13.9M | Buy |
49,938
+4,631
| +10% | +$1.29M | 0.56% | 35 |
|
|
2023
Q4 | $11.8M | Buy |
+45,307
| New | +$11.8M | 0.56% | 38 |
|