Investment Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
3,315
-49
| -1% | -$17.4K | 0.39% | 51 |
|
|
2025
Q1 | $1.18M | Sell |
3,364
-32
| -0.9% | -$11.2K | 0.43% | 50 |
|
|
2024
Q4 | $1.07M | Sell |
3,396
-30
| -0.9% | -$9.48K | 0.38% | 53 |
|
|
2024
Q3 | $942K | Buy |
3,426
+7
| +0.2% | +$1.92K | 0.33% | 55 |
|
|
2024
Q2 | $897K | Sell |
3,419
-139
| -4% | -$36.5K | 0.33% | 55 |
|
|
2024
Q1 | $993K | Sell |
3,558
-333
| -9% | -$92.9K | 0.36% | 54 |
|
|
2023
Q4 | $1.01M | Sell |
3,891
-39
| -1% | -$10.2K | 0.4% | 55 |
|
|
2023
Q3 | $904K | Buy |
3,930
+78
| +2% | +$17.9K | 0.39% | 55 |
|
|
2023
Q2 | $915K | Hold |
3,852
| – | – | 0.39% | 55 |
|
|
2023
Q1 | $868K | Hold |
3,852
| – | – | 0.43% | 52 |
|
|
2022
Q4 | $800K | Sell |
3,852
-64
| -2% | -$13.3K | 0.41% | 53 |
|
|
2022
Q3 | $696K | Buy |
3,916
+146
| +4% | +$25.9K | 0.42% | 54 |
|
|
2022
Q2 | $742K | Buy |
3,770
+349
| +10% | +$68.7K | 0.43% | 54 |
|
|
2022
Q1 | $759K | Buy |
3,421
+124
| +4% | +$27.5K | 0.42% | 55 |
|
|
2021
Q4 | $714K | Sell |
3,297
-132
| -4% | -$28.6K | 0.39% | 59 |
|
|
2021
Q3 | $764K | Buy |
3,429
+86
| +3% | +$19.2K | 0.47% | 51 |
|
|
2021
Q2 | $782K | Buy |
+3,343
| New | +$782K | 0.48% | 50 |
|
|
2020
Q4 | $651K | Buy |
2,978
+488
| +20% | +$107K | 0.46% | 55 |
|
|
2020
Q3 | $498K | Buy |
2,490
+787
| +46% | +$157K | 0.39% | 58 |
|
|
2020
Q2 | $335K | Buy |
1,703
+114
| +7% | +$22.4K | 0.29% | 65 |
|
|
2020
Q1 | $256K | Buy |
1,589
+203
| +15% | +$32.7K | 0.27% | 59 |
|
|
2019
Q4 | $260K | Buy |
+1,386
| New | +$260K | 0.23% | 61 |
|