Strategic 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 | $1.32M | Sell |
3,742
-250
| -6% | -$88.2K | 0.13% | 80 |
|
|
2025
Q1 | $1.4M | Sell |
3,992
-237
| -6% | -$83.1K | 0.15% | 80 |
|
|
2024
Q4 | $1.34M | Sell |
4,229
-301
| -7% | -$95.1K | 0.14% | 84 |
|
|
2024
Q3 | $1.25M | Sell |
4,530
-98
| -2% | -$26.9K | 0.14% | 93 |
|
|
2024
Q2 | $1.21M | Sell |
4,628
-25
| -0.5% | -$6.56K | 0.15% | 93 |
|
|
2024
Q1 | $1.3M | Sell |
4,653
-67
| -1% | -$18.7K | 0.17% | 88 |
|
|
2023
Q4 | $1.23M | Sell |
4,720
-956
| -17% | -$249K | 0.18% | 79 |
|
|
2023
Q3 | $1.31M | Sell |
5,676
-5,550
| -49% | -$1.28M | 0.22% | 69 |
|
|
2023
Q2 | $2.67M | Buy |
11,226
+5,505
| +96% | +$1.31M | 0.37% | 36 |
|
|
2023
Q1 | $1.29M | Sell |
5,721
-207
| -3% | -$46.7K | 0.23% | 65 |
|
|
2022
Q4 | $1.23M | Sell |
5,928
-151
| -2% | -$31.4K | 0.26% | 69 |
|
|
2022
Q3 | $1.08M | Sell |
6,079
-18
| -0.3% | -$3.2K | 0.24% | 70 |
|
|
2022
Q2 | $1.2M | Sell |
6,097
-35
| -0.6% | -$6.89K | 0.24% | 67 |
|
|
2022
Q1 | $1.36M | Sell |
6,132
-212
| -3% | -$47K | 0.26% | 67 |
|
|
2021
Q4 | $1.38M | Buy |
6,344
+437
| +7% | +$94.7K | 0.27% | 68 |
|
|
2021
Q3 | $1.32M | Buy |
5,907
+466
| +9% | +$104K | 0.29% | 69 |
|
|
2021
Q2 | $1.27M | Buy |
5,441
+2,366
| +77% | +$553K | 0.29% | 71 |
|
|
2021
Q1 | $651K | Buy |
3,075
+316
| +11% | +$66.9K | 0.17% | 106 |
|
|
2020
Q4 | $603K | Buy |
2,759
+293
| +12% | +$64K | 0.17% | 105 |
|
|
2020
Q3 | $493K | Sell |
2,466
-407
| -14% | -$81.4K | 0.17% | 94 |
|
|
2020
Q2 | $555K | Sell |
2,873
-485
| -14% | -$93.7K | 0.21% | 84 |
|
|
2020
Q1 | $541K | Buy |
3,358
+437
| +15% | +$70.4K | 0.25% | 75 |
|
|
2019
Q4 | $549K | Sell |
2,921
-4,367
| -60% | -$821K | 0.23% | 77 |
|
|
2019
Q3 | $1.25M | Buy |
7,288
+5,157
| +242% | +$887K | 0.6% | 37 |
|
|
2019
Q2 | $369K | Buy |
2,131
+271
| +15% | +$46.9K | 0.2% | 83 |
|
|
2019
Q1 | $290K | Buy |
+1,860
| New | +$290K | 0.2% | 90 |
|