Edgemoor Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
60,341
-1,541
| -2% | -$547K | 1.85% | 16 |
|
|
2025
Q1 | $21.7M | Buy |
61,882
+1,315
| +2% | +$461K | 1.99% | 14 |
|
|
2024
Q4 | $19.1M | Buy |
60,567
+115
| +0.2% | +$36.3K | 1.69% | 17 |
|
|
2024
Q3 | $16.6M | Buy |
60,452
+422
| +0.7% | +$116K | 1.45% | 18 |
|
|
2024
Q2 | $15.8M | Buy |
60,030
+1,489
| +3% | +$391K | 1.47% | 17 |
|
|
2024
Q1 | $16.3M | Buy |
58,541
+1,160
| +2% | +$324K | 1.54% | 16 |
|
|
2023
Q4 | $14.9M | Buy |
57,381
+1,306
| +2% | +$340K | 1.56% | 17 |
|
|
2023
Q3 | $12.9M | Buy |
56,075
+1,200
| +2% | +$276K | 1.52% | 18 |
|
|
2023
Q2 | $13M | Sell |
54,875
-988
| -2% | -$235K | 1.47% | 16 |
|
|
2023
Q1 | $12.6M | Buy |
55,863
+555
| +1% | +$125K | 1.53% | 18 |
|
|
2022
Q4 | $11.5M | Buy |
55,308
+590
| +1% | +$123K | 1.44% | 21 |
|
|
2022
Q3 | $9.72M | Buy |
54,718
+200
| +0.4% | +$35.5K | 1.29% | 22 |
|
|
2022
Q2 | $10.7M | Sell |
54,518
-352
| -0.6% | -$69.3K | 1.35% | 23 |
|
|
2022
Q1 | $12.2M | Buy |
54,870
+229
| +0.4% | +$50.8K | 1.28% | 22 |
|
|
2021
Q4 | $11.8M | Sell |
54,641
-463
| -0.8% | -$100K | 1.22% | 24 |
|
|
2021
Q3 | $12.3M | Sell |
55,104
-12,398
| -18% | -$2.76M | 1.4% | 20 |
|
|
2021
Q2 | $15.8M | Sell |
67,502
-600
| -0.9% | -$140K | 1.47% | 20 |
|
|
2021
Q1 | $14.4M | Sell |
68,102
-427
| -0.6% | -$90.4K | 1.45% | 20 |
|
|
2020
Q4 | $15M | Sell |
68,529
-608
| -0.9% | -$133K | 1.68% | 19 |
|
|
2020
Q3 | $13.8M | Sell |
69,137
-1,743
| -2% | -$349K | 1.71% | 15 |
|
|
2020
Q2 | $13.7M | Buy |
70,880
+1,192
| +2% | +$230K | 1.84% | 13 |
|
|
2020
Q1 | $11.2M | Sell |
69,688
-637
| -0.9% | -$103K | 1.83% | 16 |
|
|
2019
Q4 | $13.2M | Buy |
70,325
+290
| +0.4% | +$54.5K | 1.51% | 22 |
|
|
2019
Q3 | $12M | Sell |
70,035
-1,047
| -1% | -$180K | 1.49% | 25 |
|
|
2019
Q2 | $12.3M | Buy |
71,082
+2,472
| +4% | +$429K | 1.56% | 24 |
|
|
2019
Q1 | $10.7M | Buy |
68,610
+1,355
| +2% | +$212K | 1.41% | 25 |
|
|
2018
Q4 | $8.87M | Sell |
67,255
-499
| -0.7% | -$65.8K | 1.32% | 29 |
|
|
2018
Q3 | $10.2M | Buy |
67,754
+341
| +0.5% | +$51.2K | 1.26% | 27 |
|
|
2018
Q2 | $8.93M | Buy |
67,413
+857
| +1% | +$114K | 1.19% | 29 |
|
|
2018
Q1 | $7.96M | Buy |
66,556
+636
| +1% | +$76.1K | 1.06% | 37 |
|
|
2017
Q4 | $7.94M | Buy |
65,920
+1,141
| +2% | +$137K | 1% | 39 |
|
|
2017
Q3 | $6.82M | Buy |
64,779
+3,266
| +5% | +$344K | 0.92% | 41 |
|
|
2017
Q2 | $5.77M | Buy |
61,513
+58,184
| +1,748% | +$5.46M | 0.79% | 50 |
|
|
2017
Q1 | $296K | Sell |
3,329
-342
| -9% | -$30.4K | 0.04% | 108 |
|
|
2016
Q4 | $286K | Buy |
+3,671
| New | +$286K | 0.04% | 104 |
|