SIA
Schear Investment Advisers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
9,414
-157
| -2% | -$55.7K | 1.65% | 15 |
|
|
2025
Q1 | $3.35M | Sell |
9,571
-25
| -0.3% | -$8.76K | 1.93% | 13 |
|
|
2024
Q4 | $3.03M | Buy |
9,596
+517
| +6% | +$163K | 1.61% | 15 |
|
|
2024
Q3 | $2.5M | Buy |
9,079
+863
| +11% | +$237K | 1.54% | 18 |
|
|
2024
Q2 | $2.16M | Buy |
8,216
+612
| +8% | +$161K | 1.56% | 15 |
|
|
2024
Q1 | $2.12M | Buy |
7,604
+722
| +10% | +$201K | 1.7% | 15 |
|
|
2023
Q4 | $1.79M | Buy |
6,882
+4
| +0.1% | +$1.04K | 1.73% | 16 |
|
|
2023
Q3 | $1.58M | Sell |
6,878
-232
| -3% | -$53.4K | 1.71% | 16 |
|
|
2023
Q2 | $1.69M | Buy |
7,110
+729
| +11% | +$173K | 1.78% | 16 |
|
|
2023
Q1 | $1.44M | Buy |
6,381
+90
| +1% | +$20.3K | 1.72% | 15 |
|
|
2022
Q4 | $1.31M | Buy |
+6,291
| New | +$1.31M | 1.61% | 16 |
|