Pin Oak 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 | $258K | Sell |
737
-94
| -11% | -$32.9K | 0.22% | 77 |
|
|
2025
Q1 | $253K | Hold |
831
| – | – | 0.19% | 83 |
|
|
2024
Q4 | $228K | Hold |
831
| – | – | 0.21% | 77 |
|
|
2024
Q3 | $228K | Buy |
831
+45
| +6% | +$12.3K | 0.21% | 78 |
|
|
2024
Q2 | $206K | Sell |
786
-2
| -0.3% | -$524 | 0.2% | 84 |
|
|
2024
Q1 | $220K | Buy |
788
+69
| +10% | +$19.3K | 0.21% | 82 |
|
|
2023
Q4 | $187K | Hold |
719
| – | – | 0.19% | 88 |
|
|
2023
Q3 | $165K | Sell |
719
-581
| -45% | -$133K | 0.19% | 86 |
|
|
2023
Q2 | $309K | Buy |
1,300
+305
| +31% | +$72.5K | 0.34% | 50 |
|
|
2023
Q1 | $224K | Buy |
995
+339
| +52% | +$76.3K | 0.28% | 64 |
|
|
2022
Q4 | $136K | Sell |
656
-142
| -18% | -$29.4K | 0.17% | 87 |
|
|
2022
Q3 | $142K | Hold |
798
| – | – | 0.18% | 86 |
|
|
2022
Q2 | $157K | Sell |
798
-57
| -7% | -$11.2K | 0.19% | 84 |
|
|
2022
Q1 | $190K | Buy |
855
+87
| +11% | +$19.3K | 0.2% | 79 |
|
|
2021
Q4 | $166K | Buy |
768
+135
| +21% | +$29.2K | 0.17% | 88 |
|
|
2021
Q3 | $141K | Sell |
633
-15
| -2% | -$3.34K | 0.16% | 95 |
|
|
2021
Q2 | $152K | Sell |
648
-893
| -58% | -$209K | 0.15% | 91 |
|
|
2021
Q1 | $326K | Sell |
1,541
-379
| -20% | -$80.2K | 0.28% | 72 |
|
|
2020
Q4 | $420K | Buy |
1,920
+57
| +3% | +$12.5K | 0.35% | 57 |
|
|
2020
Q3 | $373K | Buy |
1,863
+47
| +3% | +$9.41K | 0.36% | 56 |
|
|
2020
Q2 | $351K | Hold |
1,816
| – | – | 0.33% | 60 |
|
|
2020
Q1 | $293K | Sell |
1,816
-494
| -21% | -$79.7K | 0.31% | 68 |
|
|
2019
Q4 | $434K | Sell |
2,310
-241
| -9% | -$45.3K | 0.35% | 61 |
|
|
2019
Q3 | $439K | Sell |
2,551
-4
| -0.2% | -$688 | 0.36% | 62 |
|
|
2019
Q2 | $443K | Sell |
2,555
-18
| -0.7% | -$3.12K | 0.35% | 67 |
|
|
2019
Q1 | $402K | Buy |
2,573
+138
| +6% | +$21.6K | 0.32% | 70 |
|
|
2018
Q4 | $321K | Buy |
2,435
+2
| +0.1% | +$264 | 0.28% | 74 |
|
|
2018
Q3 | $365K | Buy |
2,433
+2
| +0.1% | +$300 | 0.27% | 70 |
|
|
2018
Q2 | $322K | Buy |
2,431
+3
| +0.1% | +$397 | 0.24% | 77 |
|
|
2018
Q1 | $290K | Hold |
2,428
| – | – | 0.23% | 77 |
|
|
2017
Q4 | $277K | Buy |
+2,428
| New | +$277K | 0.21% | 89 |
|