Prime Capital Investment Advisors’s Visa V Stock Holding History

Prime Capital Investment Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$34.6M	Sell	97,577 -42,802	-30%	-$15.2M	0.46%	50
2025 Q1	$49.2M	Buy	140,379 +34,722	+33%	+$12.2M	0.57%	46
2024 Q4	$33.4M	Buy	105,657 +1,142	+1%	+$361K	0.49%	51
2024 Q3	$28.7M	Sell	104,515 -181	-0.2%	-$49.8K	0.41%	54
2024 Q2	$27.5M	Sell	104,696 -12,085	-10%	-$3.17M	0.41%	53
2024 Q1	$32.6M	Sell	116,781 -13,864	-11%	-$3.87M	0.46%	50
2023 Q4	$34M	Buy	130,645 +52,135	+66%	+$13.6M	0.51%	41
2023 Q3	$18.1M	Sell	78,510 -18,418	-19%	-$4.24M	0.37%	62
2023 Q2	$23M	Buy	96,928 +28,060	+41%	+$6.66M	0.45%	52
2023 Q1	$15.5M	Sell	68,868 -26,213	-28%	-$5.91M	0.64%	34
2022 Q4	$19.8M	Buy	95,081 +26,520	+39%	+$5.51M	0.75%	32
2022 Q3	$12.2M	Buy	68,561 +31,110	+83%	+$5.53M	0.7%	29
2022 Q2	$7.37M	Buy	37,451 +11,893	+47%	+$2.34M	0.44%	39
2022 Q1	$5.54M	Sell	25,558 -263	-1%	-$57K	0.31%	65
2021 Q4	$5.6M	Buy	25,821 +6,622	+34%	+$1.44M	0.3%	69
2021 Q3	$4.28M	Buy	19,199 +2,329	+14%	+$519K	0.27%	73
2021 Q2	$3.95M	Buy	16,870 +4,007	+31%	+$937K	0.23%	92
2021 Q1	$2.72M	Buy	12,863 +2,828	+28%	+$599K	0.2%	105
2020 Q4	$2.2M	Buy	10,035 +2,202	+28%	+$482K	0.17%	105
2020 Q3	$1.57M	Sell	7,833 -9,302	-54%	-$1.86M	0.13%	126
2020 Q2	$3.31M	Sell	17,135 -12,922	-43%	-$2.5M	0.31%	64
2020 Q1	$4.84M	Buy	30,057 +4,680	+18%	+$754K	0.57%	28
2019 Q4	$4.77M	Buy	25,377 +21,379	+535%	+$4.02M	0.54%	30
2019 Q3	$688K	Buy	3,998 +984	+33%	+$169K	0.11%	140
2019 Q2	$523K	Sell	3,014 -636	-17%	-$110K	0.1%	143
2019 Q1	$570K	Sell	3,650 -716	-16%	-$112K	0.17%	91
2018 Q4	$576K	Buy	4,366 +1,013	+30%	+$134K	0.21%	80
2018 Q3	$503K	Sell	3,353 -19,448	-85%	-$2.92M	0.16%	93
2018 Q2	$3.02M	Buy	22,801 +18,479	+428%	+$2.45M	1.27%	27
2018 Q1	$517K	Buy	4,322 +122	+3%	+$14.6K	0.37%	60
2017 Q4	$479K	Buy	+4,200	New	+$479K	0.37%	63