Dumont & Blake Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62M | Sell |
5,375
-70
| -1% | -$22.5K | 0.41% | 67 |
|
|
2025
Q4 | $1.91M | Sell |
5,445
-30
| -0.5% | -$10.2K | 0.46% | 62 |
|
|
2025
Q3 | $1.87M | Sell |
5,475
-46
| -0.8% | -$15.9K | 0.45% | 62 |
|
|
2025
Q2 | $1.96M | Buy |
5,521
+8
| +0.1% | +$2.79K | 0.51% | 55 |
|
|
2025
Q1 | $1.93M | Hold |
5,513
| – | – | 0.54% | 52 |
|
|
2024
Q4 | $1.74M | Sell |
5,513
-796
| -13% | -$239K | 0.47% | 62 |
|
|
2024
Q3 | $1.73M | Sell |
6,309
-6,261
| -50% | -$1.69M | 0.46% | 59 |
|
|
2024
Q2 | $3.3M | Buy |
12,570
+6,259
| +99% | +$1.72M | 0.47% | 55 |
|
|
2024
Q1 | $1.76M | Buy |
6,311
+48
| +0.8% | +$13.3K | 0.51% | 51 |
|
|
2023
Q4 | $1.63M | Sell |
6,263
-175
| -3% | -$43.1K | 0.5% | 50 |
|
|
2023
Q3 | $1.48M | Buy |
6,438
+25
| +0.4% | +$6.01K | 0.5% | 52 |
|
|
2023
Q2 | $1.52M | Sell |
6,413
-24
| -0.4% | -$5.49K | 0.5% | 55 |
|
|
2023
Q1 | $1.45M | Sell |
6,437
-170
| -3% | -$37.8K | 0.49% | 55 |
|
|
2022
Q4 | $1.37M | Buy |
6,607
+10
| +0.2% | +$2.02K | 0.49% | 61 |
|
|
2022
Q3 | $1.17M | Sell |
6,597
-5
| -0.1% | -$1.02K | 0.44% | 67 |
|
|
2022
Q2 | $1.3M | Sell |
6,602
-104
| -2% | -$21.5K | 0.42% | 68 |
|
|
2022
Q1 | $1.49M | Sell |
6,706
-49
| -0.7% | -$10.6K | 0.41% | 72 |
|
|
2021
Q4 | $1.46M | Buy |
6,755
+143
| +2% | +$30.7K | 0.38% | 74 |
|
|
2021
Q3 | $1.47M | Sell |
6,612
-228
| -3% | -$53.5K | 0.42% | 69 |
|
|
2021
Q2 | $1.6M | Sell |
6,840
-10
| -0.1% | -$2.29K | 0.45% | 64 |
|
|
2021
Q1 | $1.45M | Sell |
6,850
-105
| -2% | -$22.1K | 0.45% | 64 |
|
|
2020
Q4 | $1.52M | Sell |
6,955
-175
| -2% | -$35.8K | 0.52% | 53 |
|
|
2020
Q3 | $1.43M | Sell |
7,130
-87
| -1% | -$17.4K | 0.54% | 55 |
|
|
2020
Q2 | $1.39M | Sell |
7,217
-42
| -0.6% | -$7.67K | 0.58% | 50 |
|
|
2020
Q1 | $1.17M | Buy |
7,259
+154
| +2% | +$29K | 0.6% | 50 |
|
|
2019
Q4 | $1.33M | Buy |
7,105
+25
| +0.4% | +$4.5K | 0.53% | 53 |
|
|
2019
Q3 | $1.22M | Sell |
7,080
-75
| -1% | -$13.4K | 0.51% | 55 |
|
|
2019
Q2 | $1.24M | Buy |
7,155
+15
| +0.2% | +$2.46K | 0.52% | 53 |
|
|
2019
Q1 | $1.11M | Sell |
7,140
-20
| -0.3% | -$2.88K | 0.47% | 62 |
|
|
2018
Q4 | $945K | Sell |
7,160
-60
| -0.8% | -$8.29K | 0.44% | 72 |
|
|
2018
Q3 | $1.08M | Sell |
7,220
-25
| -0.3% | -$3.56K | 0.42% | 80 |
|
|
2018
Q2 | $960K | Sell |
7,245
-25
| -0.3% | -$3.22K | 0.4% | 87 |
|
|
2018
Q1 | $870K | Sell |
7,270
-25
| -0.3% | -$3.03K | 0.37% | 98 |
|
|
2017
Q4 | $832K | Sell |
7,295
-45
| -0.6% | -$4.97K | 0.34% | 104 |
|
|
2017
Q3 | $772K | Sell |
7,340
-5
| -0.1% | -$507 | 0.33% | 104 |
|
|
2017
Q2 | $689K | Sell |
7,345
-275
| -4% | -$25.5K | 0.31% | 106 |
|
|
2017
Q1 | $677K | Buy |
7,620
+95
| +1% | +$8.17K | 0.31% | 111 |
|
|
2016
Q4 | $587K | Buy |
7,525
+175
| +2% | +$14.1K | 0.28% | 115 |
|
|
2016
Q3 | $608K | Buy |
7,350
+30
| +0.4% | +$2.4K | 0.3% | 110 |
|
|
2016
Q2 | $543K | Sell |
7,320
-600
| -8% | -$47K | 0.27% | 116 |
|
|
2016
Q1 | $606K | Sell |
7,920
-25
| -0.3% | -$1.82K | 0.31% | 106 |
|
|
2015
Q4 | $616K | Buy |
+7,945
| New | +$615K | 0.31% | 111 |
|
Other funds holding V
VCM
VPM
