GIA
GHP Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
34,855
-181
| -0.5% | -$64.3K | 0.55% | 63 |
|
|
2025
Q1 | $12.3M | Buy |
35,036
+7
| +0% | +$2.45K | 0.59% | 51 |
|
|
2024
Q4 | $11.1M | Sell |
35,029
-296
| -0.8% | -$93.5K | 0.52% | 60 |
|
|
2024
Q3 | $9.71M | Buy |
35,325
+778
| +2% | +$214K | 0.45% | 82 |
|
|
2024
Q2 | $9.07M | Buy |
34,547
+1,169
| +4% | +$307K | 0.45% | 75 |
|
|
2024
Q1 | $9.32M | Buy |
33,378
+1,771
| +6% | +$494K | 0.46% | 70 |
|
|
2023
Q4 | $8.23M | Buy |
31,607
+749
| +2% | +$195K | 0.44% | 75 |
|
|
2023
Q3 | $7.33M | Buy |
30,858
+1,183
| +4% | +$281K | 0.45% | 78 |
|
|
2023
Q2 | $7.12M | Buy |
29,675
+1,317
| +5% | +$316K | 0.42% | 86 |
|
|
2023
Q1 | $6.39M | Buy |
28,358
+1,558
| +6% | +$351K | 0.41% | 86 |
|
|
2022
Q4 | $5.57M | Buy |
26,800
+4,100
| +18% | +$852K | 0.38% | 104 |
|
|
2022
Q3 | $4.03M | Buy |
22,700
+2,415
| +12% | +$429K | 0.31% | 118 |
|
|
2022
Q2 | $3.99M | Buy |
20,285
+1,956
| +11% | +$385K | 0.3% | 123 |
|
|
2022
Q1 | $4.07M | Buy |
18,329
+238
| +1% | +$52.8K | 0.27% | 133 |
|
|
2021
Q4 | $3.92M | Sell |
18,091
-379
| -2% | -$82.1K | 0.28% | 127 |
|
|
2021
Q3 | $4.11M | Buy |
18,470
+20
| +0.1% | +$4.46K | 0.33% | 112 |
|
|
2021
Q2 | $4.31M | Buy |
18,450
+52
| +0.3% | +$12.2K | 0.35% | 109 |
|
|
2021
Q1 | $3.9M | Sell |
18,398
-224
| -1% | -$47.4K | 0.34% | 111 |
|
|
2020
Q4 | $4.07M | Buy |
18,622
+836
| +5% | +$183K | 0.39% | 94 |
|
|
2020
Q3 | $3.56M | Buy |
17,786
+1,140
| +7% | +$228K | 0.4% | 91 |
|
|
2020
Q2 | $3.22M | Buy |
16,646
+2,013
| +14% | +$389K | 0.4% | 88 |
|
|
2020
Q1 | $2.36M | Buy |
14,633
+460
| +3% | +$74.1K | 0.35% | 94 |
|
|
2019
Q4 | $2.66M | Buy |
14,173
+850
| +6% | +$160K | 0.29% | 111 |
|
|
2019
Q3 | $2.29M | Sell |
13,323
-1,628
| -11% | -$280K | 0.29% | 116 |
|
|
2019
Q2 | $2.6M | Buy |
14,951
+507
| +4% | +$88K | 0.32% | 110 |
|
|
2019
Q1 | $2.26M | Sell |
14,444
-5
| -0% | -$781 | 0.29% | 117 |
|
|
2018
Q4 | $1.91M | Buy |
14,449
+609
| +4% | +$80.3K | 0.29% | 118 |
|
|
2018
Q3 | $2.08M | Buy |
13,840
+99
| +0.7% | +$14.9K | 0.28% | 116 |
|
|
2018
Q2 | $1.82M | Buy |
13,741
+1,467
| +12% | +$194K | 0.26% | 120 |
|
|
2018
Q1 | $1.47M | Sell |
12,274
-271
| -2% | -$32.4K | 0.21% | 147 |
|
|
2017
Q4 | $1.43M | Buy |
12,545
+121
| +1% | +$13.8K | 0.2% | 145 |
|
|
2017
Q3 | $1.31M | Sell |
12,424
-933
| -7% | -$98.2K | 0.2% | 143 |
|
|
2017
Q2 | $1.25M | Buy |
13,357
+1,583
| +13% | +$148K | 0.2% | 147 |
|
|
2017
Q1 | $1.05M | Buy |
11,774
+748
| +7% | +$66.5K | 0.18% | 159 |
|
|
2016
Q4 | $860K | Buy |
11,026
+3,413
| +45% | +$266K | 0.16% | 166 |
|
|
2016
Q3 | $630K | Sell |
7,613
-1,000
| -12% | -$82.8K | 0.13% | 190 |
|
|
2016
Q2 | $639K | Buy |
8,613
+1,771
| +26% | +$131K | 0.14% | 184 |
|
|
2016
Q1 | $523K | Buy |
6,842
+583
| +9% | +$44.6K | 0.12% | 199 |
|
|
2015
Q4 | $485K | Buy |
+6,259
| New | +$485K | 0.12% | 197 |
|