PIA
Perennial Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
7,866
+260
| +3% | +$92.3K | 0.27% | 81 |
|
|
2025
Q1 | $2.67M | Buy |
7,606
+1,294
| +21% | +$453K | 0.3% | 69 |
|
|
2024
Q4 | $1.99M | Buy |
6,312
+593
| +10% | +$187K | 0.23% | 80 |
|
|
2024
Q3 | $1.57M | Sell |
5,719
-143
| -2% | -$39.3K | 0.2% | 85 |
|
|
2024
Q2 | $1.54M | Buy |
5,862
+375
| +7% | +$98.4K | 0.22% | 81 |
|
|
2024
Q1 | $1.53M | Sell |
5,487
-145
| -3% | -$40.5K | 0.23% | 76 |
|
|
2023
Q4 | $1.47M | Sell |
5,632
-200
| -3% | -$52.1K | 0.24% | 76 |
|
|
2023
Q3 | $1.34M | Buy |
5,832
+81
| +1% | +$18.6K | 0.24% | 85 |
|
|
2023
Q2 | $1.37M | Buy |
5,751
+235
| +4% | +$55.8K | 0.24% | 86 |
|
|
2023
Q1 | $1.24M | Buy |
5,516
+2,189
| +66% | +$494K | 0.23% | 91 |
|
|
2022
Q4 | $691K | Buy |
3,327
+89
| +3% | +$18.5K | 0.28% | 71 |
|
|
2022
Q3 | $575K | Sell |
3,238
-4,296
| -57% | -$763K | 0.26% | 74 |
|
|
2022
Q2 | $1.48M | Sell |
7,534
-134
| -2% | -$26.4K | 0.58% | 37 |
|
|
2022
Q1 | $1.7M | Buy |
7,668
+22
| +0.3% | +$4.87K | 0.54% | 35 |
|
|
2021
Q4 | $1.66M | Buy |
7,646
+753
| +11% | +$163K | 0.52% | 37 |
|
|
2021
Q3 | $1.53M | Buy |
6,893
+24
| +0.3% | +$5.34K | 0.54% | 37 |
|
|
2021
Q2 | $1.61M | Buy |
6,869
+73
| +1% | +$17.1K | 0.59% | 33 |
|
|
2021
Q1 | $1.44M | Sell |
6,796
-90
| -1% | -$19.1K | 0.57% | 37 |
|
|
2020
Q4 | $1.51M | Buy |
6,886
+142
| +2% | +$31.1K | 0.64% | 31 |
|
|
2020
Q3 | $1.35M | Buy |
6,744
+4,721
| +233% | +$943K | 0.68% | 27 |
|
|
2020
Q2 | $391K | Buy |
2,023
+52
| +3% | +$10.1K | 0.26% | 72 |
|
|
2020
Q1 | $317K | Buy |
1,971
+128
| +7% | +$20.6K | 0.28% | 77 |
|
|
2019
Q4 | $345K | Buy |
+1,843
| New | +$345K | 0.27% | 87 |
|