NA
NewEdge Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138M | Buy |
387,442
+8,166
| +2% | +$2.9M | 0.71% | 20 |
|
|
2025
Q1 | $133M | Buy |
379,276
+3,490
| +0.9% | +$1.22M | 0.79% | 17 |
|
|
2024
Q4 | $119M | Buy |
375,786
+11,532
| +3% | +$3.64M | 0.71% | 18 |
|
|
2024
Q3 | $100M | Buy |
364,254
+19,136
| +6% | +$5.26M | 0.65% | 22 |
|
|
2024
Q2 | $90.6M | Buy |
345,118
+47,211
| +16% | +$12.4M | 0.66% | 20 |
|
|
2024
Q1 | $83.1M | Buy |
297,907
+89,454
| +43% | +$25M | 0.73% | 15 |
|
|
2023
Q4 | $55M | Buy |
208,453
+25,154
| +14% | +$6.64M | 0.52% | 30 |
|
|
2023
Q3 | $42.2M | Buy |
183,299
+28,466
| +18% | +$6.55M | 0.46% | 45 |
|
|
2023
Q2 | $36.8M | Buy |
154,833
+1,525
| +1% | +$362K | 0.42% | 58 |
|
|
2023
Q1 | $34.6M | Buy |
153,308
+7,637
| +5% | +$1.72M | 0.43% | 57 |
|
|
2022
Q4 | $15.5M | Buy |
145,671
+17,031
| +13% | +$1.81M | 0.42% | 49 |
|
|
2022
Q3 | $22.9M | Buy |
128,640
+857
| +0.7% | +$152K | 0.38% | 65 |
|
|
2022
Q2 | $25.2M | Buy |
127,783
+7,190
| +6% | +$1.42M | 0.42% | 58 |
|
|
2022
Q1 | $26.7M | Buy |
120,593
+4,513
| +4% | +$1M | 0.43% | 53 |
|
|
2021
Q4 | $25.2M | Buy |
116,080
+42,793
| +58% | +$9.27M | 0.38% | 62 |
|
|
2021
Q3 | $16.3M | Buy |
73,287
+6,133
| +9% | +$1.37M | 0.4% | 61 |
|
|
2021
Q2 | $15.7M | Buy |
67,154
+4,472
| +7% | +$1.05M | 0.42% | 55 |
|
|
2021
Q1 | $13.3M | Sell |
62,682
-9,086
| -13% | -$1.92M | 0.4% | 56 |
|
|
2020
Q4 | $15.7M | Sell |
71,768
-8,482
| -11% | -$1.86M | 0.51% | 47 |
|
|
2020
Q3 | $16M | Buy |
80,250
+10,728
| +15% | +$2.15M | 0.56% | 48 |
|
|
2020
Q2 | $13.4M | Buy |
69,522
+5,401
| +8% | +$1.04M | 0.52% | 50 |
|
|
2020
Q1 | $10.3M | Buy |
64,121
+8,987
| +16% | +$1.45M | 0.5% | 55 |
|
|
2019
Q4 | $10.4M | Buy |
55,134
+6,230
| +13% | +$1.17M | 0.41% | 59 |
|
|
2019
Q3 | $8.48M | Buy |
48,904
+19,317
| +65% | +$3.35M | 0.38% | 75 |
|
|
2019
Q2 | $5.14M | Sell |
29,587
-269
| -0.9% | -$46.7K | 0.31% | 80 |
|
|
2019
Q1 | $4.66M | Buy |
29,856
+4,655
| +18% | +$727K | 0.3% | 85 |
|
|
2018
Q4 | $3.33K | Buy |
25,201
+2,062
| +9% | +$272 | 0.21% | 106 |
|
|
2018
Q3 | $3.47M | Buy |
23,139
+3,180
| +16% | +$477K | 0.27% | 94 |
|
|
2018
Q2 | $2.65K | Buy |
19,959
+3,705
| +23% | +$491 | 0.24% | 101 |
|
|
2018
Q1 | $1.92M | Buy |
16,254
+4,260
| +36% | +$504K | 0.22% | 101 |
|
|
2017
Q4 | $1.43M | Buy |
11,994
+183
| +2% | +$21.8K | 0.19% | 120 |
|
|
2017
Q3 | $1.26M | Buy |
11,811
+4,749
| +67% | +$508K | 0.2% | 130 |
|
|
2017
Q2 | $671K | Buy |
7,062
+810
| +13% | +$77K | 0.12% | 164 |
|
|
2017
Q1 | $559K | Buy |
6,252
+1,709
| +38% | +$153K | 0.13% | 157 |
|
|
2016
Q4 | $374K | Buy |
4,543
+336
| +8% | +$27.7K | 0.1% | 172 |
|
|
2016
Q3 | $348K | Buy |
+4,207
| New | +$348K | 0.11% | 151 |
|