CPIA
Cornell Pochily Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
5,919
-720
| -11% | -$256K | 0.69% | 41 |
|
|
2025
Q1 | $2.33M | Sell |
6,639
-210
| -3% | -$73.6K | 0.82% | 34 |
|
|
2024
Q4 | $2.16M | Sell |
6,849
-38
| -0.6% | -$12K | 0.76% | 35 |
|
|
2024
Q3 | $1.89M | Buy |
6,887
+85
| +1% | +$23.4K | 0.66% | 40 |
|
|
2024
Q2 | $1.79M | Buy |
6,802
+162
| +2% | +$42.5K | 0.68% | 40 |
|
|
2024
Q1 | $1.85M | Sell |
6,640
-80
| -1% | -$22.3K | 0.74% | 38 |
|
|
2023
Q4 | $1.75M | Buy |
6,720
+68
| +1% | +$17.7K | 0.73% | 42 |
|
|
2023
Q3 | $1.53M | Buy |
6,652
+248
| +4% | +$57K | 0.67% | 43 |
|
|
2023
Q2 | $1.52M | Sell |
6,404
-49
| -0.8% | -$11.6K | 0.63% | 47 |
|
|
2023
Q1 | $1.45M | Buy |
6,453
+183
| +3% | +$41.3K | 0.62% | 45 |
|
|
2022
Q4 | $1.3M | Buy |
6,270
+183
| +3% | +$38K | 0.58% | 53 |
|
|
2022
Q3 | $1.08M | Sell |
6,087
-280
| -4% | -$49.7K | 0.47% | 61 |
|
|
2022
Q2 | $1.25M | Buy |
6,367
+32
| +0.5% | +$6.3K | 0.56% | 56 |
|
|
2022
Q1 | $1.41M | Buy |
6,335
+333
| +6% | +$73.9K | 0.55% | 51 |
|
|
2021
Q4 | $1.3M | Buy |
6,002
+20
| +0.3% | +$4.34K | 0.51% | 55 |
|
|
2021
Q3 | $1.33M | Buy |
5,982
+67
| +1% | +$14.9K | 0.58% | 47 |
|
|
2021
Q2 | $1.38M | Sell |
5,915
-225
| -4% | -$52.6K | 0.61% | 47 |
|
|
2021
Q1 | $1.3M | Sell |
6,140
-273
| -4% | -$57.8K | 0.62% | 46 |
|
|
2020
Q4 | $1.4M | Buy |
6,413
+627
| +11% | +$137K | 0.67% | 42 |
|
|
2020
Q3 | $1.16M | Sell |
5,786
-103
| -2% | -$20.6K | 0.66% | 40 |
|
|
2020
Q2 | $1.14M | Sell |
5,889
-3
| -0.1% | -$580 | 0.71% | 40 |
|
|
2020
Q1 | $949K | Buy |
5,892
+93
| +2% | +$15K | 0.7% | 40 |
|
|
2019
Q4 | $1.09M | Sell |
5,799
-514
| -8% | -$96.6K | 0.65% | 42 |
|
|
2019
Q3 | $1.09M | Sell |
6,313
-398
| -6% | -$68.7K | 0.7% | 40 |
|
|
2019
Q2 | $1.17K | Sell |
6,711
-163
| -2% | -$28 | 0.29% | 46 |
|
|
2019
Q1 | $1.07M | Sell |
6,874
-207
| -3% | -$32.3K | 0.73% | 41 |
|
|
2018
Q4 | $934K | Sell |
7,081
-272
| -4% | -$35.9K | 0.6% | 45 |
|
|
2018
Q3 | $1.1M | Sell |
7,353
-152
| -2% | -$22.8K | 0.75% | 39 |
|
|
2018
Q2 | $994K | Sell |
7,505
-112
| -1% | -$14.8K | 0.69% | 40 |
|
|
2018
Q1 | $911K | Sell |
7,617
-36
| -0.5% | -$4.31K | 0.65% | 45 |
|
|
2017
Q4 | $872K | Buy |
+7,653
| New | +$872K | 0.56% | 55 |
|