Mount Yale 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 | $3.09M | Sell |
8,694
-3,242
| -27% | -$1.15M | 0.24% | 86 |
|
|
2025
Q1 | $4.18M | Sell |
11,936
-1,356
| -10% | -$475K | 0.36% | 48 |
|
|
2024
Q4 | $4.2M | Buy |
13,292
+2,650
| +25% | +$838K | 0.34% | 56 |
|
|
2024
Q3 | $2.93M | Sell |
10,642
-2,172
| -17% | -$597K | 0.28% | 82 |
|
|
2024
Q2 | $3.36M | Sell |
12,814
-1,236
| -9% | -$324K | 0.27% | 76 |
|
|
2024
Q1 | $3.92M | Buy |
14,050
+4
| +0% | +$1.12K | 0.3% | 73 |
|
|
2023
Q4 | $3.66M | Sell |
14,046
-297
| -2% | -$77.3K | 0.35% | 73 |
|
|
2023
Q3 | $3.3M | Sell |
14,343
-302
| -2% | -$69.5K | 0.36% | 67 |
|
|
2023
Q2 | $3.48M | Sell |
14,645
-248
| -2% | -$58.9K | 0.37% | 62 |
|
|
2023
Q1 | $3.36M | Sell |
14,893
-1,149
| -7% | -$259K | 0.38% | 60 |
|
|
2022
Q4 | $3.33M | Sell |
16,042
-1,604
| -9% | -$333K | 0.38% | 69 |
|
|
2022
Q3 | $3.14M | Sell |
17,646
-2,759
| -14% | -$490K | 0.42% | 60 |
|
|
2022
Q2 | $4.02M | Buy |
20,405
+873
| +4% | +$172K | 0.51% | 43 |
|
|
2022
Q1 | $4.33M | Buy |
19,532
+587
| +3% | +$130K | 0.47% | 49 |
|
|
2021
Q4 | $4.11M | Sell |
18,945
-1,710
| -8% | -$371K | 0.43% | 51 |
|
|
2021
Q3 | $4.6M | Sell |
20,655
-1,114
| -5% | -$248K | 0.53% | 46 |
|
|
2021
Q2 | $5.09M | Sell |
21,769
-4
| -0% | -$935 | 0.62% | 39 |
|
|
2021
Q1 | $4.61M | Sell |
21,773
-2,061
| -9% | -$436K | 0.6% | 41 |
|
|
2020
Q4 | $5.21M | Buy |
23,834
+582
| +3% | +$127K | 0.73% | 30 |
|
|
2020
Q3 | $4.65M | Buy |
23,252
+730
| +3% | +$146K | 0.66% | 28 |
|
|
2020
Q2 | $4.35M | Buy |
22,522
+45
| +0.2% | +$8.69K | 0.78% | 32 |
|
|
2020
Q1 | $3.62M | Sell |
22,477
-875
| -4% | -$141K | 0.82% | 29 |
|
|
2019
Q4 | $4.65M | Sell |
23,352
-3,088
| -12% | -$614K | 0.81% | 30 |
|
|
2019
Q3 | $4.75M | Sell |
26,440
-576
| -2% | -$104K | 0.85% | 32 |
|
|
2019
Q2 | $4.74M | Sell |
27,016
-865
| -3% | -$152K | 0.87% | 31 |
|
|
2019
Q1 | $4.36M | Sell |
27,881
-8
| -0% | -$1.25K | 0.82% | 32 |
|
|
2018
Q4 | $3.93M | Buy |
27,889
+2,229
| +9% | +$314K | 0.8% | 31 |
|
|
2018
Q3 | $3.72M | Sell |
25,660
-716
| -3% | -$104K | 0.65% | 34 |
|
|
2018
Q2 | $3.49M | Sell |
26,376
-416
| -2% | -$55.1K | 0.66% | 35 |
|
|
2018
Q1 | $3.21M | Buy |
+26,792
| New | +$3.21M | 0.69% | 34 |
|