FRA
Frank Rimerman Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
29,619
+788
| +3% | +$280K | 0.71% | 18 |
|
|
2025
Q1 | $10.1M | Sell |
28,831
-985
| -3% | -$345K | 0.8% | 16 |
|
|
2024
Q4 | $9.42M | Buy |
29,816
+7,302
| +32% | +$2.31M | 0.68% | 21 |
|
|
2024
Q3 | $6.19M | Sell |
22,514
-5,669
| -20% | -$1.56M | 0.44% | 32 |
|
|
2024
Q2 | $7.4M | Buy |
28,183
+28,055
| +21,918% | +$7.36M | 0.52% | 26 |
|
|
2024
Q1 | $35.7K | Hold |
128
| – | – | 0.01% | 135 |
|
|
2023
Q4 | $33.3K | Buy |
+128
| New | +$33.3K | 0.01% | 131 |
|
|
2022
Q2 | – | Sell |
-5,928
| Closed | -$1.31M | – | 128 |
|
|
2022
Q1 | $1.31M | Hold |
5,928
| – | – | 0.42% | 32 |
|
|
2021
Q4 | $1.28M | Buy |
5,928
+474
| +9% | +$103K | 0.43% | 34 |
|
|
2021
Q3 | $1.21M | Buy |
5,454
+2,779
| +104% | +$619K | 0.47% | 31 |
|
|
2021
Q2 | $625K | Hold |
2,675
| – | – | 0.24% | 41 |
|
|
2021
Q1 | $566K | Sell |
2,675
-690
| -21% | -$146K | 0.25% | 42 |
|
|
2020
Q4 | $736K | Buy |
+3,365
| New | +$736K | 0.33% | 38 |
|