DA
Doliver Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Sell |
13,060
-272
| -2% | -$96.6K | 1.27% | 11 |
|
|
2025
Q1 | $4.67M | Sell |
13,332
-737
| -5% | -$258K | 1.31% | 10 |
|
|
2024
Q4 | $4.45M | Sell |
14,069
-77
| -0.5% | -$24.3K | 1.24% | 12 |
|
|
2024
Q3 | $3.89M | Sell |
14,146
-470
| -3% | -$129K | 1.07% | 12 |
|
|
2024
Q2 | $3.84M | Sell |
14,616
-16
| -0.1% | -$4.2K | 1.07% | 12 |
|
|
2024
Q1 | $4.08M | Sell |
14,632
-581
| -4% | -$162K | 1.15% | 12 |
|
|
2023
Q4 | $3.96M | Sell |
15,213
-57
| -0.4% | -$14.8K | 1.22% | 11 |
|
|
2023
Q3 | $3.51M | Sell |
15,270
-32
| -0.2% | -$7.36K | 1.06% | 11 |
|
|
2023
Q2 | $3.63M | Buy |
15,302
+289
| +2% | +$68.6K | 1.11% | 10 |
|
|
2023
Q1 | $3.38M | Sell |
15,013
-527
| -3% | -$119K | 1.06% | 10 |
|
|
2022
Q4 | $3.23M | Buy |
15,540
+5
| +0% | +$1.04K | 1.06% | 9 |
|
|
2022
Q3 | $2.76M | Buy |
15,535
+1,084
| +8% | +$193K | 1.02% | 11 |
|
|
2022
Q2 | $2.85M | Sell |
14,451
-57
| -0.4% | -$11.2K | 1.01% | 10 |
|
|
2022
Q1 | $3.22M | Sell |
14,508
-17
| -0.1% | -$3.77K | 1.02% | 10 |
|
|
2021
Q4 | $3.32M | Buy |
14,525
+1,821
| +14% | +$416K | 1.04% | 9 |
|
|
2021
Q3 | $2.83M | Buy |
12,704
+402
| +3% | +$89.6K | 0.95% | 13 |
|
|
2021
Q2 | $2.88M | Buy |
12,302
+853
| +7% | +$199K | 0.95% | 13 |
|
|
2021
Q1 | $2.42M | Sell |
11,449
-1,160
| -9% | -$246K | 0.9% | 16 |
|
|
2020
Q4 | $2.76M | Buy |
12,609
+315
| +3% | +$68.9K | 1.22% | 9 |
|
|
2020
Q3 | $2.46M | Sell |
12,294
-7,246
| -37% | -$1.45M | 1.25% | 8 |
|
|
2020
Q2 | $3.78M | Sell |
19,540
-76
| -0.4% | -$14.7K | 1.69% | 7 |
|
|
2020
Q1 | $3.37M | Buy |
19,616
+2,699
| +16% | +$464K | 1.66% | 8 |
|
|
2019
Q4 | $3.18M | Buy |
16,917
+869
| +5% | +$163K | 1.26% | 7 |
|
|
2019
Q3 | $2.87M | Buy |
16,048
+1,200
| +8% | +$215K | 1.15% | 7 |
|
|
2019
Q2 | $2.58M | Buy |
14,848
+2,134
| +17% | +$370K | 1.02% | 7 |
|
|
2019
Q1 | $1.99M | Buy |
12,714
+3,713
| +41% | +$580K | 0.8% | 11 |
|
|
2018
Q4 | $1.19M | Buy |
+9,001
| New | +$1.19M | 0.58% | 14 |
|