Signature Estate & 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 | $1.41M | Sell |
3,975
-455
| -10% | -$162K | 0.03% | 192 |
|
|
2025
Q1 | $1.55M | Sell |
4,430
-77
| -2% | -$27K | 0.04% | 171 |
|
|
2024
Q4 | $1.42M | Buy |
4,507
+191
| +4% | +$60.4K | 0.04% | 176 |
|
|
2024
Q3 | $1.19M | Sell |
4,316
-91
| -2% | -$25K | 0.03% | 179 |
|
|
2024
Q2 | $1.16M | Buy |
4,407
+2,659
| +152% | +$698K | 0.03% | 174 |
|
|
2024
Q1 | $488K | Buy |
1,748
+7
| +0.4% | +$1.95K | 0.01% | 119 |
|
|
2023
Q4 | $454K | Buy |
1,741
+10
| +0.6% | +$2.61K | 0.01% | 129 |
|
|
2023
Q3 | $398K | Sell |
1,731
-38
| -2% | -$8.74K | 0.01% | 131 |
|
|
2023
Q2 | $420K | Buy |
1,769
+27
| +2% | +$6.41K | 0.01% | 132 |
|
|
2023
Q1 | $393K | Sell |
1,742
-37
| -2% | -$8.35K | 0.01% | 130 |
|
|
2022
Q4 | $369K | Sell |
1,779
-6
| -0.3% | -$1.25K | 0.01% | 136 |
|
|
2022
Q3 | $318K | Sell |
1,785
-66
| -4% | -$11.8K | 0.02% | 132 |
|
|
2022
Q2 | $364K | Sell |
1,851
-290
| -14% | -$57K | 0.02% | 126 |
|
|
2022
Q1 | $475K | Sell |
2,141
-273
| -11% | -$60.6K | 0.02% | 111 |
|
|
2021
Q4 | $523K | Buy |
2,414
+365
| +18% | +$79.1K | 0.02% | 113 |
|
|
2021
Q3 | $456K | Sell |
2,049
-150
| -7% | -$33.4K | 0.02% | 118 |
|
|
2021
Q2 | $514K | Buy |
2,199
+72
| +3% | +$16.8K | 0.02% | 113 |
|
|
2021
Q1 | $450K | Buy |
2,127
+384
| +22% | +$81.2K | 0.02% | 120 |
|
|
2020
Q4 | $381K | Buy |
1,743
+101
| +6% | +$22.1K | 0.02% | 121 |
|
|
2020
Q3 | $328K | Buy |
1,642
+62
| +4% | +$12.4K | 0.02% | 123 |
|
|
2020
Q2 | $306K | Buy |
1,580
+278
| +21% | +$53.8K | 0.02% | 120 |
|
|
2020
Q1 | $210K | Buy |
1,302
+2
| +0.2% | +$323 | 0.02% | 123 |
|
|
2019
Q4 | $244K | Sell |
1,300
-1,139
| -47% | -$214K | 0.01% | 147 |
|
|
2019
Q3 | $419K | Sell |
2,439
-327
| -12% | -$56.2K | 0.03% | 115 |
|
|
2019
Q2 | $480K | Sell |
2,766
-55
| -2% | -$9.54K | 0.03% | 114 |
|
|
2019
Q1 | $441K | Sell |
2,821
-220
| -7% | -$34.4K | 0.03% | 120 |
|
|
2018
Q4 | $401K | Buy |
3,041
+49
| +2% | +$6.46K | 0.04% | 118 |
|
|
2018
Q3 | $449K | Buy |
2,992
+1,635
| +120% | +$245K | 0.04% | 103 |
|
|
2018
Q2 | $180K | Buy |
1,357
+365
| +37% | +$48.4K | 0.02% | 134 |
|
|
2018
Q1 | $119K | Sell |
992
-788
| -44% | -$94.5K | 0.01% | 142 |
|
|
2017
Q4 | $203K | Buy |
1,780
+18
| +1% | +$2.05K | 0.02% | 135 |
|
|
2017
Q3 | $185K | Buy |
1,762
+75
| +4% | +$7.88K | 0.02% | 130 |
|
|
2017
Q2 | $158K | Sell |
1,687
-1,380
| -45% | -$129K | 0.02% | 129 |
|
|
2017
Q1 | $273K | Buy |
3,067
+1,384
| +82% | +$123K | 0.03% | 126 |
|
|
2016
Q4 | $131K | Hold |
1,683
| – | – | 0.02% | 140 |
|
|
2016
Q3 | $139K | Sell |
1,683
-185
| -10% | -$15.3K | 0.02% | 137 |
|
|
2016
Q2 | $139K | Buy |
+1,868
| New | +$139K | 0.02% | 146 |
|