DOA
D'Orazio & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
6,151
+120
| +2% | +$42.6K | 0.31% | 35 |
|
|
2025
Q1 | $2.11M | Buy |
6,031
+189
| +3% | +$66.2K | 0.32% | 31 |
|
|
2024
Q4 | $1.85M | Buy |
5,842
+54
| +0.9% | +$17.1K | 0.27% | 34 |
|
|
2024
Q3 | $1.59M | Sell |
5,788
-55
| -0.9% | -$15.1K | 0.23% | 37 |
|
|
2024
Q2 | $1.53M | Sell |
5,843
-43
| -0.7% | -$11.3K | 0.24% | 37 |
|
|
2024
Q1 | $1.64M | Buy |
5,886
+81
| +1% | +$22.6K | 0.26% | 36 |
|
|
2023
Q4 | $1.51M | Buy |
5,805
+290
| +5% | +$75.5K | 0.27% | 34 |
|
|
2023
Q3 | $1.27M | Buy |
5,515
+510
| +10% | +$117K | 0.28% | 37 |
|
|
2023
Q2 | $1.19M | Sell |
5,005
-799
| -14% | -$190K | 0.28% | 34 |
|
|
2023
Q1 | $1.31M | Sell |
5,804
-495
| -8% | -$112K | 0.34% | 27 |
|
|
2022
Q4 | $1.31M | Buy |
6,299
+3,138
| +99% | +$652K | 0.31% | 27 |
|
|
2022
Q3 | $562K | Sell |
3,161
-1,162
| -27% | -$207K | 0.16% | 47 |
|
|
2022
Q2 | $851K | Buy |
4,323
+1,298
| +43% | +$256K | 0.23% | 34 |
|
|
2022
Q1 | $671K | Buy |
3,025
+96
| +3% | +$21.3K | 0.16% | 42 |
|
|
2021
Q4 | $635K | Buy |
2,929
+123
| +4% | +$26.7K | 0.15% | 42 |
|
|
2021
Q3 | $625K | Buy |
2,806
+521
| +23% | +$116K | 0.15% | 40 |
|
|
2021
Q2 | $534K | Buy |
2,285
+1,029
| +82% | +$240K | 0.14% | 46 |
|
|
2021
Q1 | $266K | Buy |
1,256
+356
| +40% | +$75.4K | 0.07% | 67 |
|
|
2020
Q4 | $197K | Hold |
900
| – | – | 0.06% | 73 |
|
|
2020
Q3 | $180K | Buy |
900
+100
| +13% | +$20K | 0.07% | 76 |
|
|
2020
Q2 | $155K | Hold |
800
| – | – | 0.07% | 77 |
|
|
2020
Q1 | $129K | Hold |
800
| – | – | 0.06% | 79 |
|
|
2019
Q4 | $150K | Hold |
800
| – | – | 0.04% | 85 |
|
|
2019
Q3 | $138K | Sell |
800
-48
| -6% | -$8.28K | 0.04% | 87 |
|
|
2019
Q2 | $147K | Hold |
848
| – | – | 0.04% | 80 |
|
|
2019
Q1 | $132K | Buy |
848
+48
| +6% | +$7.47K | 0.04% | 85 |
|
|
2018
Q4 | $106K | Hold |
800
| – | – | 0.03% | 81 |
|
|
2018
Q3 | $120K | Hold |
800
| – | – | 0.04% | 74 |
|
|
2018
Q2 | $106K | Hold |
800
| – | – | 0.04% | 76 |
|
|
2018
Q1 | $96K | Hold |
800
| – | – | 0.04% | 79 |
|
|
2017
Q4 | $91K | Buy |
+800
| New | +$91K | 0.03% | 92 |
|