Insight Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $635K | Buy |
2,102
+9
| +0.4% | +$2.89K | 0.12% | 115 |
|
|
2025
Q4 | $734K | Buy |
2,093
+19
| +0.9% | +$6.47K | 0.11% | 122 |
|
|
2025
Q3 | $710K | Buy |
2,074
+69
| +3% | +$23.9K | 0.11% | 124 |
|
|
2025
Q2 | $712K | Sell |
2,005
-148
| -7% | -$51.6K | 0.11% | 114 |
|
|
2025
Q1 | $755K | Buy |
2,153
+345
| +19% | +$117K | 0.13% | 106 |
|
|
2024
Q4 | $571K | Sell |
1,808
-12
| -0.7% | -$3.61K | 0.1% | 142 |
|
|
2024
Q3 | $501K | Buy |
1,820
+20
| +1% | +$5.41K | 0.09% | 161 |
|
|
2024
Q2 | $473K | Buy |
1,800
+17
| +1% | +$4.66K | 0.09% | 160 |
|
|
2024
Q1 | $497K | Sell |
1,783
-52
| -3% | -$14.4K | 0.1% | 163 |
|
|
2023
Q4 | $478K | Buy |
1,835
+135
| +8% | +$33.3K | 0.1% | 148 |
|
|
2023
Q3 | $391K | Sell |
1,700
-247
| -13% | -$59.4K | 0.09% | 171 |
|
|
2023
Q2 | $462K | Sell |
1,947
-468
| -19% | -$107K | 0.1% | 151 |
|
|
2023
Q1 | $544K | Sell |
2,415
-1,699
| -41% | -$378K | 0.13% | 128 |
|
|
2022
Q4 | $854K | Sell |
4,114
-274
| -6% | -$55.3K | 0.3% | 87 |
|
|
2022
Q3 | $779K | Sell |
4,388
-33
| -0.7% | -$6.71K | 0.31% | 90 |
|
|
2022
Q2 | $926K | Sell |
4,421
-330
| -7% | -$68.2K | 0.31% | 87 |
|
|
2022
Q1 | $1.05M | Buy |
4,751
+1,841
| +63% | +$398K | 0.32% | 89 |
|
|
2021
Q4 | $631K | Buy |
2,910
+215
| +8% | +$46.2K | 0.19% | 133 |
|
|
2021
Q3 | $563K | Sell |
2,695
-528
| -16% | -$124K | 0.17% | 153 |
|
|
2021
Q2 | $773K | Sell |
3,223
-770
| -19% | -$176K | 0.24% | 109 |
|
|
2021
Q1 | $932K | Sell |
3,993
-708
| -15% | -$149K | 0.3% | 94 |
|
|
2020
Q4 | $1.03M | Buy |
+4,701
| New | +$962K | 0.39% | 70 |
|
Other funds holding V
VCM
VPM