HPIA
Hamilton Point Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Sell |
24,486
-1,291
| -5% | -$458K | 1.43% | 18 |
|
|
2025
Q1 | $9.03M | Buy |
25,777
+147
| +0.6% | +$51.5K | 1.62% | 17 |
|
|
2024
Q4 | $8.1M | Buy |
25,630
+431
| +2% | +$136K | 1.43% | 21 |
|
|
2024
Q3 | $6.93M | Buy |
25,199
+385
| +2% | +$106K | 1.22% | 28 |
|
|
2024
Q2 | $6.51M | Buy |
24,814
+650
| +3% | +$171K | 1.24% | 28 |
|
|
2024
Q1 | $6.74M | Sell |
24,164
-304
| -1% | -$84.8K | 1.29% | 28 |
|
|
2023
Q4 | $6.37M | Buy |
24,468
+23,353
| +2,094% | +$6.08M | 1.27% | 27 |
|
|
2023
Q3 | $256K | Buy |
1,115
+50
| +5% | +$11.5K | 0.06% | 104 |
|
|
2023
Q2 | $253K | Hold |
1,065
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $240K | Buy |
+1,065
| New | +$240K | 0.06% | 106 |
|