Indiana Trust & Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.5M | Hold |
7,034
| – | – | 0.83% | 20 |
|
2025
Q1 | $2.47M | Sell |
7,034
-294
| -4% | -$103K | 0.89% | 19 |
|
2024
Q4 | $2.32M | Sell |
7,328
-907
| -11% | -$287K | 0.79% | 23 |
|
2024
Q3 | $2.26M | Buy |
8,235
+51
| +0.6% | +$14K | 0.77% | 24 |
|
2024
Q2 | $2.15M | Buy |
8,184
+124
| +2% | +$32.5K | 0.79% | 22 |
|
2024
Q1 | $2.25M | Sell |
8,060
-551
| -6% | -$154K | 0.91% | 23 |
|
2023
Q4 | $2.24M | Sell |
8,611
-55
| -0.6% | -$14.3K | 1.01% | 20 |
|
2023
Q3 | $1.99M | Sell |
8,666
-195
| -2% | -$44.9K | 1.01% | 21 |
|
2023
Q2 | $2.1M | Buy |
8,861
+70
| +0.8% | +$16.6K | 1.07% | 21 |
|
2023
Q1 | $1.98M | Buy |
8,791
+338
| +4% | +$76.2K | 1.07% | 21 |
|
2022
Q4 | $1.76K | Buy |
8,453
+5
| +0.1% | +$1 | 0.99% | 23 |
|
2022
Q3 | $1.5M | Buy |
8,448
+165
| +2% | +$29.3K | 0.91% | 25 |
|
2022
Q2 | $1.63M | Hold |
8,283
| – | – | 0.91% | 23 |
|
2022
Q1 | $1.84M | Sell |
8,283
-160
| -2% | -$35.5K | 0.88% | 22 |
|
2021
Q4 | $1.83M | Buy |
8,443
+253
| +3% | +$54.8K | 0.85% | 26 |
|
2021
Q3 | $1.82M | Sell |
8,190
-438
| -5% | -$97.5K | 0.92% | 22 |
|
2021
Q2 | $1.89M | Buy |
8,628
+551
| +7% | +$121K | 1.03% | 25 |
|
2021
Q1 | $1.71M | Sell |
8,077
-551
| -6% | -$117K | 0.91% | 26 |
|
2020
Q4 | $1.89M | Buy |
8,628
+560
| +7% | +$122K | 1.03% | 25 |
|
2020
Q3 | $1.61M | Buy |
8,068
+15
| +0.2% | +$3K | 0.96% | 25 |
|
2020
Q2 | $1.56M | Hold |
8,053
| – | – | 0.96% | 25 |
|
2020
Q1 | $1.3M | Sell |
8,053
-65
| -0.8% | -$10.5K | 0.92% | 26 |
|
2019
Q4 | $1.53M | Buy |
8,118
+76
| +0.9% | +$14.3K | 0.85% | 29 |
|
2019
Q3 | $1.38M | Buy |
8,042
+30
| +0.4% | +$5.16K | 0.77% | 33 |
|
2019
Q2 | $1.39M | Buy |
8,012
+110
| +1% | +$19.1K | 0.76% | 36 |
|
2019
Q1 | $1.23M | Buy |
7,902
+550
| +7% | +$85.9K | 0.64% | 39 |
|
2018
Q4 | $970K | Buy |
7,352
+83
| +1% | +$11K | 0.54% | 47 |
|
2018
Q3 | $1.09M | Buy |
7,269
+1,140
| +19% | +$171K | 0.5% | 48 |
|
2018
Q2 | $812K | Buy |
6,129
+605
| +11% | +$80.2K | 0.39% | 56 |
|
2018
Q1 | $661K | Buy |
5,524
+563
| +11% | +$67.4K | 0.31% | 68 |
|
2017
Q4 | $566K | Buy |
4,961
+497
| +11% | +$56.7K | 0.26% | 74 |
|
2017
Q3 | $470K | Hold |
4,464
| – | – | 0.23% | 79 |
|
2017
Q2 | $419K | Hold |
4,464
| – | – | 0.21% | 84 |
|
2017
Q1 | $396K | Sell |
4,464
-340
| -7% | -$30.2K | 0.2% | 86 |
|
2016
Q4 | $375K | Sell |
4,804
-280
| -6% | -$21.9K | 0.19% | 87 |
|
2016
Q3 | $421K | Buy |
5,084
+189
| +4% | +$15.7K | 0.21% | 84 |
|
2016
Q2 | $363K | Sell |
4,895
-450
| -8% | -$33.4K | 0.18% | 90 |
|
2016
Q1 | $409K | Buy |
5,345
+4,200
| +367% | +$321K | 0.22% | 84 |
|
2015
Q4 | $301K | Sell |
1,145
-3,775
| -77% | -$992K | 0.16% | 91 |
|
2015
Q3 | $343K | Hold |
4,920
| – | – | 0.2% | 85 |
|
2015
Q2 | $330K | Buy |
4,920
+400
| +9% | +$26.8K | 0.17% | 89 |
|
2015
Q1 | $295K | Sell |
4,520
-60
| -1% | -$3.92K | 0.15% | 91 |
|
2014
Q4 | $301K | Hold |
4,580
| – | – | 0.16% | 91 |
|
2014
Q3 | $244K | Hold |
4,580
| – | – | 0.13% | 99 |
|
2014
Q2 | $241K | Hold |
4,580
| – | – | 0.14% | 102 |
|
2014
Q1 | $247K | Sell |
4,580
-200
| -4% | -$10.8K | 0.15% | 97 |
|
2013
Q4 | $266K | Hold |
4,780
| – | – | 0.15% | 93 |
|
2013
Q3 | $228K | Buy |
4,780
+360
| +8% | +$17.2K | 0.14% | 94 |
|
2013
Q2 | $202K | Buy |
+4,420
| New | +$202K | 0.17% | 100 |
|