IA
Insight Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $712K | Sell |
2,005
-148
| -7% | -$52.5K | 0.11% | 113 |
|
2025
Q1 | $755K | Buy |
2,153
+345
| +19% | +$121K | 0.13% | 104 |
|
2024
Q4 | $571K | Sell |
1,808
-12
| -0.7% | -$3.79K | 0.1% | 137 |
|
2024
Q3 | $501K | Buy |
1,820
+20
| +1% | +$5.5K | 0.09% | 158 |
|
2024
Q2 | $473K | Buy |
1,800
+17
| +1% | +$4.46K | 0.09% | 156 |
|
2024
Q1 | $497K | Sell |
1,783
-52
| -3% | -$14.5K | 0.1% | 161 |
|
2023
Q4 | $478K | Buy |
1,835
+135
| +8% | +$35.1K | 0.1% | 148 |
|
2023
Q3 | $391K | Sell |
1,700
-247
| -13% | -$56.8K | 0.09% | 170 |
|
2023
Q2 | $462K | Sell |
1,947
-468
| -19% | -$111K | 0.1% | 151 |
|
2023
Q1 | $544K | Sell |
2,415
-1,699
| -41% | -$383K | 0.13% | 127 |
|
2022
Q4 | $854K | Sell |
4,114
-274
| -6% | -$56.9K | 0.3% | 87 |
|
2022
Q3 | $779K | Sell |
4,388
-33
| -0.7% | -$5.86K | 0.31% | 90 |
|
2022
Q2 | $926K | Sell |
4,421
-330
| -7% | -$69.1K | 0.31% | 87 |
|
2022
Q1 | $1.05M | Buy |
4,751
+1,841
| +63% | +$408K | 0.32% | 89 |
|
2021
Q4 | $631K | Buy |
2,910
+215
| +8% | +$46.6K | 0.19% | 133 |
|
2021
Q3 | $563K | Sell |
2,695
-528
| -16% | -$110K | 0.17% | 153 |
|
2021
Q2 | $773K | Sell |
3,223
-770
| -19% | -$185K | 0.24% | 109 |
|
2021
Q1 | $932K | Sell |
3,993
-708
| -15% | -$165K | 0.3% | 94 |
|
2020
Q4 | $1.03M | Buy |
+4,701
| New | +$1.03M | 0.39% | 70 |
|