DBIA
Dumont & Blake Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
5,521
+8
| +0.1% | +$2.84K | 0.51% | 55 |
|
|
2025
Q1 | $1.93M | Hold |
5,513
| – | – | 0.54% | 52 |
|
|
2024
Q4 | $1.74M | Sell |
5,513
-796
| -13% | -$252K | 0.47% | 62 |
|
|
2024
Q3 | $1.73M | Sell |
6,309
-6,261
| -50% | -$1.72M | 0.46% | 59 |
|
|
2024
Q2 | $3.3M | Buy |
12,570
+6,259
| +99% | +$1.64M | 0.47% | 55 |
|
|
2024
Q1 | $1.76M | Buy |
6,311
+48
| +0.8% | +$13.4K | 0.51% | 51 |
|
|
2023
Q4 | $1.63M | Sell |
6,263
-175
| -3% | -$45.6K | 0.5% | 50 |
|
|
2023
Q3 | $1.48M | Buy |
6,438
+25
| +0.4% | +$5.75K | 0.5% | 52 |
|
|
2023
Q2 | $1.52M | Sell |
6,413
-24
| -0.4% | -$5.7K | 0.5% | 55 |
|
|
2023
Q1 | $1.45M | Sell |
6,437
-170
| -3% | -$38.3K | 0.49% | 55 |
|
|
2022
Q4 | $1.37M | Buy |
6,607
+10
| +0.2% | +$2.08K | 0.49% | 61 |
|
|
2022
Q3 | $1.17M | Sell |
6,597
-5
| -0.1% | -$888 | 0.44% | 67 |
|
|
2022
Q2 | $1.3M | Sell |
6,602
-104
| -2% | -$20.5K | 0.42% | 68 |
|
|
2022
Q1 | $1.49M | Sell |
6,706
-49
| -0.7% | -$10.9K | 0.41% | 72 |
|
|
2021
Q4 | $1.46M | Buy |
6,755
+143
| +2% | +$31K | 0.38% | 74 |
|
|
2021
Q3 | $1.47M | Sell |
6,612
-228
| -3% | -$50.8K | 0.42% | 69 |
|
|
2021
Q2 | $1.6M | Sell |
6,840
-10
| -0.1% | -$2.34K | 0.45% | 64 |
|
|
2021
Q1 | $1.45M | Sell |
6,850
-105
| -2% | -$22.2K | 0.45% | 64 |
|
|
2020
Q4 | $1.52M | Sell |
6,955
-175
| -2% | -$38.3K | 0.52% | 53 |
|
|
2020
Q3 | $1.43M | Sell |
7,130
-87
| -1% | -$17.4K | 0.54% | 54 |
|
|
2020
Q2 | $1.39M | Sell |
7,217
-42
| -0.6% | -$8.11K | 0.58% | 49 |
|
|
2020
Q1 | $1.17M | Buy |
7,259
+154
| +2% | +$24.8K | 0.6% | 49 |
|
|
2019
Q4 | $1.34M | Buy |
7,105
+25
| +0.4% | +$4.7K | 0.53% | 52 |
|
|
2019
Q3 | $1.22M | Sell |
7,080
-75
| -1% | -$12.9K | 0.51% | 54 |
|
|
2019
Q2 | $1.24M | Buy |
7,155
+15
| +0.2% | +$2.6K | 0.52% | 52 |
|
|
2019
Q1 | $1.12M | Sell |
7,140
-20
| -0.3% | -$3.12K | 0.47% | 61 |
|
|
2018
Q4 | $945K | Sell |
7,160
-60
| -0.8% | -$7.92K | 0.44% | 71 |
|
|
2018
Q3 | $1.08M | Sell |
7,220
-25
| -0.3% | -$3.75K | 0.42% | 79 |
|
|
2018
Q2 | $960K | Sell |
7,245
-25
| -0.3% | -$3.31K | 0.4% | 86 |
|
|
2018
Q1 | $870K | Sell |
7,270
-25
| -0.3% | -$2.99K | 0.37% | 97 |
|
|
2017
Q4 | $832K | Sell |
7,295
-45
| -0.6% | -$5.13K | 0.34% | 103 |
|
|
2017
Q3 | $772K | Sell |
7,340
-5
| -0.1% | -$526 | 0.33% | 103 |
|
|
2017
Q2 | $689K | Sell |
7,345
-275
| -4% | -$25.8K | 0.31% | 105 |
|
|
2017
Q1 | $677K | Buy |
7,620
+95
| +1% | +$8.44K | 0.31% | 110 |
|
|
2016
Q4 | $587K | Buy |
7,525
+175
| +2% | +$13.7K | 0.28% | 114 |
|
|
2016
Q3 | $608K | Buy |
7,350
+30
| +0.4% | +$2.48K | 0.3% | 109 |
|
|
2016
Q2 | $543K | Sell |
7,320
-600
| -8% | -$44.5K | 0.27% | 115 |
|
|
2016
Q1 | $606K | Sell |
7,920
-25
| -0.3% | -$1.91K | 0.31% | 106 |
|
|
2015
Q4 | $616K | Buy |
+7,945
| New | +$616K | 0.31% | 110 |
|