Hudson Valley 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 | $12.6M | Sell |
35,351
-1,491
| -4% | -$529K | 1.37% | 17 |
|
|
2025
Q1 | $12.9M | Sell |
36,842
-1,107
| -3% | -$388K | 1.54% | 15 |
|
|
2024
Q4 | $12M | Sell |
37,949
-1,637
| -4% | -$517K | 1.36% | 19 |
|
|
2024
Q3 | $10.9M | Buy |
39,586
+5,138
| +15% | +$1.41M | 1.2% | 26 |
|
|
2024
Q2 | $9.04M | Sell |
34,448
-4,399
| -11% | -$1.15M | 1.18% | 24 |
|
|
2024
Q1 | $10.8M | Buy |
38,847
+9,853
| +34% | +$2.75M | 1.3% | 22 |
|
|
2023
Q4 | $7.61M | Sell |
28,994
-943
| -3% | -$248K | 1.04% | 29 |
|
|
2023
Q3 | $6.89M | Sell |
29,937
-245
| -0.8% | -$56.4K | 0.97% | 32 |
|
|
2023
Q2 | $7.17M | Sell |
30,182
-26,550
| -47% | -$6.31M | 0.97% | 30 |
|
|
2023
Q1 | $12.3M | Buy |
56,732
+29,037
| +105% | +$6.3M | 1.72% | 16 |
|
|
2022
Q4 | $5.75M | Buy |
27,695
+427
| +2% | +$88.7K | 0.87% | 35 |
|
|
2022
Q3 | $4.84M | Buy |
27,268
+1,511
| +6% | +$268K | 0.78% | 36 |
|
|
2022
Q2 | $5.07M | Sell |
25,757
-1,028
| -4% | -$202K | 0.79% | 38 |
|
|
2022
Q1 | $5.94M | Sell |
26,785
-676
| -2% | -$150K | 0.8% | 35 |
|
|
2021
Q4 | $5.95M | Sell |
27,461
-2,461
| -8% | -$533K | 0.93% | 34 |
|
|
2021
Q3 | $6.67M | Buy |
29,922
+262
| +0.9% | +$58.4K | 1.14% | 24 |
|
|
2021
Q2 | $6.94M | Sell |
29,660
-2,652
| -8% | -$620K | 1.21% | 23 |
|
|
2021
Q1 | $6.84M | Buy |
32,312
+688
| +2% | +$146K | 1.22% | 25 |
|
|
2020
Q4 | $6.92M | Buy |
31,624
+315
| +1% | +$68.9K | 1.32% | 23 |
|
|
2020
Q3 | $6.26M | Buy |
31,309
+110
| +0.4% | +$22K | 1.35% | 21 |
|
|
2020
Q2 | $6.03M | Buy |
31,199
+125
| +0.4% | +$24.1K | 1.4% | 19 |
|
|
2020
Q1 | $5.01M | Buy |
31,074
+1,650
| +6% | +$266K | 1.39% | 19 |
|
|
2019
Q4 | $5.53M | Buy |
29,424
+357
| +1% | +$67.1K | 1.18% | 26 |
|
|
2019
Q3 | $5M | Buy |
29,067
+560
| +2% | +$96.3K | 1.16% | 28 |
|
|
2019
Q2 | $4.95M | Sell |
28,507
-330
| -1% | -$57.3K | 1.15% | 28 |
|
|
2019
Q1 | $4.5M | Buy |
28,837
+1,080
| +4% | +$169K | 1.09% | 29 |
|
|
2018
Q4 | $3.66M | Buy |
27,757
+21,282
| +329% | +$2.81M | 0.84% | 39 |
|
|
2018
Q3 | $972K | Buy |
+6,475
| New | +$972K | 0.23% | 88 |
|