SHGA
Sand Hill Global Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
51,766
+798
| +2% | +$283K | 0.68% | 25 |
|
|
2025
Q1 | $17.9M | Sell |
50,968
-290
| -0.6% | -$102K | 0.74% | 23 |
|
|
2024
Q4 | $16.2M | Sell |
51,258
-11,702
| -19% | -$3.7M | 0.69% | 23 |
|
|
2024
Q3 | $17.3M | Sell |
62,960
-243
| -0.4% | -$66.8K | 0.73% | 22 |
|
|
2024
Q2 | $16.6M | Buy |
63,203
+3,258
| +5% | +$855K | 0.75% | 22 |
|
|
2024
Q1 | $16.7M | Sell |
59,945
-2,374
| -4% | -$663K | 0.79% | 22 |
|
|
2023
Q4 | $16.2M | Sell |
62,319
-526
| -0.8% | -$137K | 0.78% | 21 |
|
|
2023
Q3 | $14.5M | Sell |
62,845
-1,399
| -2% | -$322K | 0.8% | 21 |
|
|
2023
Q2 | $15.3M | Sell |
64,244
-1,447
| -2% | -$344K | 0.76% | 21 |
|
|
2023
Q1 | $14.8M | Sell |
65,691
-786
| -1% | -$177K | 0.79% | 19 |
|
|
2022
Q4 | $13.8M | Sell |
66,477
-109
| -0.2% | -$22.6K | 0.78% | 21 |
|
|
2022
Q3 | $11.8M | Sell |
66,586
-3,152
| -5% | -$560K | 0.74% | 20 |
|
|
2022
Q2 | $13.7M | Buy |
69,738
+1,306
| +2% | +$257K | 0.78% | 22 |
|
|
2022
Q1 | $15.2M | Buy |
68,432
+1,636
| +2% | +$363K | 0.84% | 17 |
|
|
2021
Q4 | $14.5M | Buy |
66,796
+366
| +0.6% | +$79.3K | 0.81% | 18 |
|
|
2021
Q3 | $14.8M | Sell |
66,430
-283
| -0.4% | -$63K | 0.9% | 18 |
|
|
2021
Q2 | $15.6M | Buy |
66,713
+1,593
| +2% | +$372K | 0.95% | 18 |
|
|
2021
Q1 | $13.8M | Buy |
65,120
+120
| +0.2% | +$25.4K | 0.9% | 19 |
|
|
2020
Q4 | $14.2M | Sell |
65,000
-541
| -0.8% | -$118K | 0.95% | 18 |
|
|
2020
Q3 | $13.1M | Sell |
65,541
-734
| -1% | -$147K | 1% | 17 |
|
|
2020
Q2 | $12.8M | Sell |
66,275
-3,716
| -5% | -$718K | 1.02% | 17 |
|
|
2020
Q1 | $11.3M | Buy |
69,991
+542
| +0.8% | +$87.3K | 1.07% | 15 |
|
|
2019
Q4 | $13M | Buy |
69,449
+2,708
| +4% | +$509K | 1.18% | 13 |
|
|
2019
Q3 | $11.5M | Sell |
66,741
-2,627
| -4% | -$452K | 1.08% | 13 |
|
|
2019
Q2 | $12M | Sell |
69,368
-135
| -0.2% | -$23.4K | 1.23% | 12 |
|
|
2019
Q1 | $10.9M | Sell |
69,503
-1,768
| -2% | -$276K | 1.11% | 13 |
|
|
2018
Q4 | $9.4M | Sell |
71,271
-69
| -0.1% | -$9.1K | 1.01% | 18 |
|
|
2018
Q3 | $10.7M | Sell |
71,340
-1,245
| -2% | -$187K | 1.02% | 18 |
|
|
2018
Q2 | $9.61M | Buy |
72,585
+67,837
| +1,429% | +$8.99M | 0.95% | 19 |
|
|
2018
Q1 | $568K | Sell |
4,748
-67,028
| -93% | -$8.02M | 0.55% | 38 |
|
|
2017
Q4 | $8.18M | Sell |
71,776
-3,492
| -5% | -$398K | 0.81% | 19 |
|
|
2017
Q3 | $7.92M | Sell |
75,268
-1,521
| -2% | -$160K | 0.84% | 19 |
|
|
2017
Q2 | $7.2M | Sell |
76,789
-2,356
| -3% | -$221K | 0.82% | 22 |
|
|
2017
Q1 | $7.03M | Sell |
79,145
-197
| -0.2% | -$17.5K | 0.91% | 16 |
|
|
2016
Q4 | $6.19M | Sell |
79,342
-753
| -0.9% | -$58.7K | 0.85% | 18 |
|
|
2016
Q3 | $6.62M | Buy |
80,095
+3
| +0% | +$248 | 1.01% | 16 |
|
|
2016
Q2 | $5.94M | Buy |
80,092
+864
| +1% | +$64.1K | 0.93% | 17 |
|
|
2016
Q1 | $6.06M | Buy |
79,228
+8,107
| +11% | +$620K | 0.92% | 17 |
|
|
2015
Q4 | $5.52M | Sell |
71,121
-744
| -1% | -$57.7K | 0.89% | 15 |
|
|
2015
Q3 | $5.01M | Buy |
71,865
+1,096
| +2% | +$76.3K | 0.8% | 22 |
|
|
2015
Q2 | $4.75M | Sell |
70,769
-1,231
| -2% | -$82.7K | 0.77% | 24 |
|
|
2015
Q1 | $4.71M | Buy |
72,000
+53,823
| +296% | +$3.52M | 0.77% | 22 |
|
|
2014
Q4 | $4.77M | Sell |
18,177
-1,052
| -5% | -$276K | 0.82% | 23 |
|
|
2014
Q3 | $4.1M | Buy |
19,229
+1,264
| +7% | +$270K | 0.68% | 34 |
|
|
2014
Q2 | $3.79M | Buy |
17,965
+195
| +1% | +$41.1K | 0.71% | 27 |
|
|
2014
Q1 | $3.84M | Buy |
17,770
+220
| +1% | +$47.5K | 0.78% | 25 |
|
|
2013
Q4 | $3.91M | Sell |
17,550
-6,893
| -28% | -$1.53M | 0.83% | 26 |
|
|
2013
Q3 | $4.67M | Buy |
24,443
+5,799
| +31% | +$1.11M | 0.81% | 24 |
|
|
2013
Q2 | $3.41M | Buy |
+18,644
| New | +$3.41M | 0.94% | 21 |
|