PMA
Prudent Man Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
5,561
+1,360
| +32% | +$483K | 0.63% | 31 |
|
|
2025
Q1 | $1.47M | Buy |
4,201
+55
| +1% | +$19.3K | 0.53% | 33 |
|
|
2024
Q4 | $1.31M | Sell |
4,146
-241
| -5% | -$76.2K | 0.48% | 40 |
|
|
2024
Q3 | $1.21M | Sell |
4,387
-227
| -5% | -$62.4K | 0.4% | 60 |
|
|
2024
Q2 | $1.21M | Buy |
4,614
+196
| +4% | +$51.4K | 0.43% | 50 |
|
|
2024
Q1 | $1.23M | Sell |
4,418
-214
| -5% | -$59.7K | 0.46% | 44 |
|
|
2023
Q4 | $1.21M | Sell |
4,632
-48
| -1% | -$12.5K | 0.45% | 48 |
|
|
2023
Q3 | $1.08M | Sell |
4,680
-195
| -4% | -$44.9K | 0.43% | 52 |
|
|
2023
Q2 | $1.16M | Sell |
4,875
-47
| -1% | -$11.2K | 0.44% | 45 |
|
|
2023
Q1 | $1.11M | Sell |
4,922
-9
| -0.2% | -$2.03K | 0.43% | 49 |
|
|
2022
Q4 | $1.02M | Buy |
4,931
+1,409
| +40% | +$293K | 0.41% | 52 |
|
|
2022
Q3 | $626K | Sell |
3,522
-18
| -0.5% | -$3.2K | 0.3% | 71 |
|
|
2022
Q2 | $697K | Sell |
3,540
-68
| -2% | -$13.4K | 0.33% | 56 |
|
|
2022
Q1 | $800K | Sell |
3,608
-133
| -4% | -$29.5K | 0.32% | 59 |
|
|
2021
Q4 | $811K | Sell |
3,741
-9
| -0.2% | -$1.95K | 0.31% | 58 |
|
|
2021
Q3 | $835K | Sell |
3,750
-29
| -0.8% | -$6.46K | 0.32% | 59 |
|
|
2021
Q2 | $884K | Buy |
3,779
+520
| +16% | +$122K | 0.34% | 59 |
|
|
2021
Q1 | $690K | Buy |
3,259
+68
| +2% | +$14.4K | 0.29% | 73 |
|
|
2020
Q4 | $698K | Sell |
3,191
-110
| -3% | -$24.1K | 0.29% | 63 |
|
|
2020
Q3 | $660K | Buy |
3,301
+169
| +5% | +$33.8K | 0.35% | 64 |
|
|
2020
Q2 | $605K | Buy |
+3,132
| New | +$605K | 0.54% | 54 |
|