Pinion 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 | $2.28M | Sell |
6,413
-46
| -0.7% | -$16.3K | 0.78% | 27 |
|
|
2025
Q1 | $2.26M | Sell |
6,459
-170
| -3% | -$59.6K | 0.5% | 35 |
|
|
2024
Q4 | $2.1M | Sell |
6,629
-41
| -0.6% | -$13K | 0.83% | 25 |
|
|
2024
Q3 | $1.83M | Buy |
6,670
+996
| +18% | +$274K | 0.77% | 25 |
|
|
2024
Q2 | $1.49M | Buy |
5,674
+128
| +2% | +$33.6K | 0.74% | 23 |
|
|
2024
Q1 | $1.55M | Buy |
5,546
+1,626
| +41% | +$454K | 0.8% | 22 |
|
|
2023
Q4 | $1.02M | Sell |
3,920
-566
| -13% | -$147K | 0.61% | 32 |
|
|
2023
Q3 | $1.03M | Buy |
4,486
+184
| +4% | +$42.3K | 0.67% | 28 |
|
|
2023
Q2 | $1.02M | Buy |
4,302
+1,124
| +35% | +$267K | 0.69% | 29 |
|
|
2023
Q1 | $716K | Sell |
3,178
-1,427
| -31% | -$322K | 0.67% | 33 |
|
|
2022
Q4 | $957K | Sell |
4,605
-1,711
| -27% | -$356K | 0.9% | 23 |
|
|
2022
Q3 | $1.12M | Sell |
6,316
-759
| -11% | -$135K | 0.98% | 18 |
|
|
2022
Q2 | $1.39M | Sell |
7,075
-36
| -0.5% | -$7.09K | 1.16% | 12 |
|
|
2022
Q1 | $1.58M | Buy |
7,111
+443
| +7% | +$98.2K | 1.09% | 13 |
|
|
2021
Q4 | $1.45M | Buy |
6,668
+248
| +4% | +$53.7K | 0.97% | 19 |
|
|
2021
Q3 | $1.43M | Buy |
6,420
+106
| +2% | +$23.6K | 1.15% | 16 |
|
|
2021
Q2 | $1.48M | Buy |
6,314
+63
| +1% | +$14.7K | 1.19% | 14 |
|
|
2021
Q1 | $1.32M | Buy |
6,251
+1,173
| +23% | +$248K | 1.22% | 12 |
|
|
2020
Q4 | $1.11M | Buy |
5,078
+350
| +7% | +$76.6K | 1.17% | 13 |
|
|
2020
Q3 | $913K | Hold |
4,728
| – | – | 1.38% | 13 |
|
|
2020
Q2 | $913K | Buy |
4,728
+335
| +8% | +$64.7K | 1.38% | 13 |
|
|
2020
Q1 | $708K | Buy |
4,393
+466
| +12% | +$75.1K | 1.52% | 12 |
|
|
2019
Q4 | $738K | Buy |
3,927
+64
| +2% | +$12K | 1.37% | 13 |
|
|
2019
Q3 | $664K | Buy |
3,863
+70
| +2% | +$12K | 1.36% | 11 |
|
|
2019
Q2 | $658K | Sell |
3,793
-1,241
| -25% | -$215K | 1.41% | 8 |
|
|
2019
Q1 | $786K | Buy |
5,034
+128
| +3% | +$20K | 1.37% | 10 |
|
|
2018
Q4 | $647K | Buy |
4,906
+620
| +14% | +$81.8K | 1.36% | 13 |
|
|
2018
Q3 | $643K | Buy |
4,286
+205
| +5% | +$30.8K | 1.23% | 22 |
|
|
2018
Q2 | $541K | Buy |
4,081
+145
| +4% | +$19.2K | 1.05% | 32 |
|
|
2018
Q1 | $471K | Buy |
+3,936
| New | +$471K | 1.01% | 39 |
|