SIAP
Sterling Investment Advisors (Pennsylvania)’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.55M | Buy |
21,277
+179
| +0.8% | +$63.6K | 1.66% | 16 |
|
|
2025
Q1 | $7.39M | Buy |
21,098
+428
| +2% | +$150K | 1.78% | 14 |
|
|
2024
Q4 | $6.53M | Sell |
20,670
-144
| -0.7% | -$45.5K | 1.58% | 18 |
|
|
2024
Q3 | $5.72M | Sell |
20,814
-3
| -0% | -$825 | 1.45% | 20 |
|
|
2024
Q2 | $5.46M | Sell |
20,817
-24
| -0.1% | -$6.3K | 1.48% | 19 |
|
|
2024
Q1 | $5.82M | Buy |
20,841
+15
| +0.1% | +$4.19K | 1.64% | 19 |
|
|
2023
Q4 | $5.42M | Sell |
20,826
-363
| -2% | -$94.5K | 1.69% | 17 |
|
|
2023
Q3 | $4.87M | Sell |
21,189
-359
| -2% | -$82.6K | 1.7% | 14 |
|
|
2023
Q2 | $5.12M | Sell |
21,548
-503
| -2% | -$119K | 1.69% | 14 |
|
|
2023
Q1 | $4.97M | Sell |
22,051
-182
| -0.8% | -$41K | 1.68% | 15 |
|
|
2022
Q4 | $4.62M | Sell |
22,233
-594
| -3% | -$123K | 1.65% | 15 |
|
|
2022
Q3 | $4.06M | Buy |
22,827
+22,441
| +5,814% | +$3.99M | 1.52% | 17 |
|
|
2022
Q2 | $32K | Buy |
386
+177
| +85% | +$14.7K | 0.01% | 278 |
|
|
2022
Q1 | $17K | Buy |
209
+3
| +1% | +$244 | ﹤0.01% | 380 |
|
|
2021
Q4 | $17K | Buy |
206
+3
| +1% | +$248 | ﹤0.01% | 386 |
|
|
2021
Q3 | $15K | Buy |
203
+2
| +1% | +$148 | ﹤0.01% | 404 |
|
|
2021
Q2 | $15K | Buy |
201
+3
| +2% | +$224 | ﹤0.01% | 395 |
|
|
2021
Q1 | $14K | Buy |
198
+3
| +2% | +$212 | ﹤0.01% | 377 |
|
|
2020
Q4 | $14K | Buy |
195
+3
| +2% | +$215 | ﹤0.01% | 337 |
|
|
2020
Q3 | $12K | Buy |
192
+4
| +2% | +$250 | ﹤0.01% | 337 |
|
|
2020
Q2 | $12K | Buy |
188
+3
| +2% | +$191 | 0.01% | 332 |
|
|
2020
Q1 | $10K | Buy |
185
+2
| +1% | +$108 | 0.01% | 312 |
|
|
2019
Q4 | $14K | Buy |
183
+2
| +1% | +$153 | 0.01% | 323 |
|
|
2019
Q3 | $16K | Buy |
181
+2
| +1% | +$177 | 0.01% | 312 |
|
|
2019
Q2 | $15K | Buy |
179
+2
| +1% | +$168 | 0.01% | 324 |
|
|
2019
Q1 | $14K | Buy |
177
+3
| +2% | +$237 | 0.01% | 320 |
|
|
2018
Q4 | $11K | Buy |
174
+3
| +2% | +$190 | 0.01% | 323 |
|
|
2018
Q3 | $11K | Buy |
171
+3
| +2% | +$193 | 0.01% | 356 |
|
|
2018
Q2 | $11K | Buy |
168
+2
| +1% | +$131 | 0.01% | 326 |
|
|
2018
Q1 | $10K | Buy |
166
+2
| +1% | +$120 | 0.01% | 319 |
|
|
2017
Q4 | $11K | Buy |
164
+3
| +2% | +$201 | 0.01% | 296 |
|
|
2017
Q3 | $11K | Buy |
161
+2
| +1% | +$137 | 0.01% | 295 |
|
|
2017
Q2 | $10K | Buy |
159
+3
| +2% | +$189 | 0.01% | 300 |
|
|
2017
Q1 | $10K | Buy |
156
+2
| +1% | +$128 | 0.01% | 288 |
|
|
2016
Q4 | $9K | Buy |
+154
| New | +$9K | 0.01% | 252 |
|