NDSI
Newman Dignan & Sheerar Inc’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
4,640
-105
| -2% | -$37.3K | 0.38% | 61 |
|
|
2025
Q1 | $1.66M | Sell |
4,745
-245
| -5% | -$85.9K | 0.45% | 54 |
|
|
2024
Q4 | $1.58M | Sell |
4,990
-217
| -4% | -$68.6K | 0.4% | 60 |
|
|
2024
Q3 | $1.48M | Buy |
5,207
+127
| +3% | +$36.1K | 0.35% | 64 |
|
|
2024
Q2 | $1.33M | Buy |
5,080
+1
| +0% | +$262 | 0.34% | 69 |
|
|
2024
Q1 | $1.42M | Sell |
5,079
-187
| -4% | -$52.2K | 0.38% | 69 |
|
|
2023
Q4 | $1.37M | Buy |
5,266
+119
| +2% | +$31K | 0.41% | 68 |
|
|
2023
Q3 | $1.18M | Sell |
5,147
-249
| -5% | -$57.3K | 0.39% | 67 |
|
|
2023
Q2 | $1.28M | Sell |
5,396
-133
| -2% | -$31.6K | 0.4% | 69 |
|
|
2023
Q1 | $1.25M | Sell |
5,529
-240
| -4% | -$54.1K | 0.4% | 71 |
|
|
2022
Q4 | $1.2M | Sell |
5,769
-10
| -0.2% | -$2.08K | 0.4% | 72 |
|
|
2022
Q3 | $1.03K | Sell |
5,779
-120
| -2% | -$21 | 0.16% | 78 |
|
|
2022
Q2 | $1.16M | Sell |
5,899
-189
| -3% | -$37.2K | 0.4% | 72 |
|
|
2022
Q1 | $1.35K | Buy |
6,088
+100
| +2% | +$22 | 0.26% | 65 |
|
|
2021
Q4 | $1.3M | Sell |
5,988
-50
| -0.8% | -$10.8K | 0.39% | 69 |
|
|
2021
Q3 | $1.35M | Sell |
6,038
-1,455
| -19% | -$324K | 0.39% | 63 |
|
|
2021
Q2 | $1.75M | Sell |
7,493
-65
| -0.9% | -$15.2K | 0.59% | 48 |
|
|
2021
Q1 | $1.6M | Sell |
7,558
-175
| -2% | -$37K | 0.58% | 50 |
|
|
2020
Q4 | $1.69K | Hold |
7,733
| – | – | 0.27% | 48 |
|
|
2020
Q3 | $1.55M | Buy |
7,733
+20
| +0.3% | +$4K | 0.65% | 44 |
|
|
2020
Q2 | $1.5M | Buy |
7,713
+125
| +2% | +$24.3K | 0.65% | 44 |
|
|
2020
Q1 | $1.26M | Buy |
7,588
+246
| +3% | +$40.8K | 0.66% | 42 |
|
|
2019
Q4 | $1.38K | Buy |
7,342
+100
| +1% | +$19 | 0.15% | 49 |
|
|
2019
Q3 | $1.25M | Sell |
7,242
-56
| -0.8% | -$9.64K | 0.59% | 49 |
|
|
2019
Q2 | $1.27K | Sell |
7,298
-1,025
| -12% | -$178 | 0.03% | 47 |
|
|
2019
Q1 | $1.3M | Sell |
8,323
-170
| -2% | -$26.6K | 0.52% | 47 |
|
|
2018
Q4 | $1.12K | Buy |
8,493
+25
| +0.3% | +$3 | 0.1% | 56 |
|
|
2018
Q3 | $1.23M | Sell |
8,468
-330
| -4% | -$48K | 0.54% | 51 |
|
|
2018
Q2 | $1.17K | Sell |
8,798
-290
| -3% | -$38 | 0.08% | 48 |
|
|
2018
Q1 | $1.1M | Sell |
9,088
-505
| -5% | -$61K | 0.55% | 50 |
|
|
2017
Q4 | $1.09M | Buy |
9,593
+300
| +3% | +$34.2K | 0.55% | 52 |
|
|
2017
Q3 | $978K | Buy |
9,293
+1,300
| +16% | +$137K | 0.52% | 57 |
|
|
2017
Q2 | $750K | Buy |
7,993
+1,100
| +16% | +$103K | 0.42% | 66 |
|
|
2017
Q1 | $613 | Buy |
6,893
+100
| +1% | +$9 | 0.27% | 83 |
|
|
2016
Q4 | $530K | Sell |
6,793
-100
| -1% | -$7.8K | 0.32% | 86 |
|
|
2016
Q3 | $570K | Buy |
6,893
+10
| +0.1% | +$827 | 0.36% | 77 |
|
|
2016
Q2 | $511K | Buy |
6,883
+650
| +10% | +$48.3K | 0.32% | 87 |
|
|
2016
Q1 | $477K | Buy |
6,233
+1,015
| +19% | +$77.7K | 0.35% | 83 |
|
|
2015
Q4 | $405K | Buy |
5,218
+740
| +17% | +$57.4K | 0.29% | 91 |
|
|
2015
Q3 | $312K | Buy |
4,478
+300
| +7% | +$20.9K | 0.2% | 100 |
|
|
2015
Q2 | $281K | Buy |
4,178
+150
| +4% | +$10.1K | 0.2% | 119 |
|
|
2015
Q1 | $263K | Buy |
4,028
+2,926
| +266% | +$191K | 0.19% | 121 |
|
|
2014
Q4 | $289 | Hold |
1,102
| – | – | 0.17% | 113 |
|
|
2014
Q3 | $235K | Hold |
1,102
| – | – | 0.18% | 127 |
|
|
2014
Q2 | $232 | Buy |
+1,102
| New | +$232 | 0.13% | 132 |
|