OPA
Old Port Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
3,394
-72
| -2% | -$25.6K | 0.33% | 95 |
|
|
2025
Q1 | $1.21M | Sell |
3,466
-249
| -7% | -$87.3K | 0.36% | 87 |
|
|
2024
Q4 | $1.17M | Buy |
3,715
+23
| +0.6% | +$7.27K | 0.34% | 89 |
|
|
2024
Q3 | $1.02M | Sell |
3,692
-13
| -0.4% | -$3.57K | 0.28% | 103 |
|
|
2024
Q2 | $972K | Buy |
3,705
+64
| +2% | +$16.8K | 0.29% | 105 |
|
|
2024
Q1 | $1.02M | Buy |
3,641
+15
| +0.4% | +$4.19K | 0.31% | 101 |
|
|
2023
Q4 | $944K | Buy |
3,626
+139
| +4% | +$36.2K | 0.31% | 99 |
|
|
2023
Q3 | $802K | Buy |
+3,487
| New | +$802K | 0.29% | 105 |
|
|
2023
Q1 | $798K | Buy |
3,494
+61
| +2% | +$13.9K | 0.29% | 108 |
|
|
2022
Q4 | $713K | Sell |
3,433
-128
| -4% | -$26.6K | 0.27% | 115 |
|
|
2022
Q3 | $668K | Hold |
3,561
| – | – | 0.27% | 117 |
|
|
2022
Q2 | $714K | Sell |
3,561
-102
| -3% | -$20.5K | 0.28% | 110 |
|
|
2022
Q1 | $829K | Buy |
3,663
+92
| +3% | +$20.8K | 0.28% | 104 |
|
|
2021
Q4 | $785K | Buy |
3,571
+3
| +0.1% | +$659 | 0.27% | 110 |
|
|
2021
Q3 | $808K | Buy |
3,568
+8
| +0.2% | +$1.81K | 0.29% | 107 |
|
|
2021
Q2 | $876K | Sell |
3,560
-42
| -1% | -$10.3K | 0.32% | 99 |
|
|
2021
Q1 | $763K | Buy |
3,602
+200
| +6% | +$42.4K | 0.3% | 91 |
|
|
2020
Q4 | $741K | Buy |
3,402
+139
| +4% | +$30.3K | 0.32% | 84 |
|
|
2020
Q3 | $653K | Buy |
3,263
+112
| +4% | +$22.4K | 0.32% | 84 |
|
|
2020
Q2 | $609K | Sell |
3,151
-163
| -5% | -$31.5K | 0.32% | 84 |
|
|
2020
Q1 | $534K | Sell |
3,314
-112
| -3% | -$18K | 0.33% | 80 |
|
|
2019
Q4 | $648K | Sell |
3,426
-26
| -0.8% | -$4.92K | 0.31% | 85 |
|
|
2019
Q3 | $607K | Sell |
3,452
-31
| -0.9% | -$5.45K | 0.32% | 84 |
|
|
2019
Q2 | $616K | Sell |
3,483
-401
| -10% | -$70.9K | 0.32% | 84 |
|
|
2019
Q1 | $607K | Sell |
3,884
-114
| -3% | -$17.8K | 0.32% | 87 |
|
|
2018
Q4 | $552K | Buy |
+3,998
| New | +$552K | 0.31% | 92 |
|
|
2018
Q2 | $613K | Buy |
+4,626
| New | +$613K | 0.33% | 87 |
|