TCI Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.3M | Buy |
|
|||||
2025
Q2 | $1.24M | Sell |
|
|||||
2025
Q1 | $1.43M | Sell |
|
|||||
2024
Q4 | $1.54M | Sell |
|
|||||
2024
Q3 | $1.4M | Buy |
|
|||||
2024
Q2 | $1.31M | Sell |
|
|||||
2024
Q1 | $1.48M | Buy |
|
|||||
2023
Q4 | $1.33M | Buy |
|
|||||
2023
Q3 | $1.17M | Buy |
|
|||||
2023
Q2 | $1.12M | Sell |
|
|||||
2023
Q1 | $1.07M | Sell |
|
|||||
2022
Q4 | $998K | Buy |
|
|||||
2022
Q3 | $781K | Buy |
|
|||||
2022
Q2 | $833K | Sell |
|
|||||
2022
Q1 | $943K | Sell |
|
|||||
2021
Q4 | $958K | Sell |
|
|||||
2021
Q3 | $1.11M | Sell |
|
|||||
2021
Q2 | $1.33M | Buy |
|
|||||
2021
Q1 | $734K | Sell |
|
|||||
2020
Q4 | $759K | Buy |
|
|||||
2020
Q3 | $686K | Sell |
|
|||||
2020
Q2 | $693K | Sell |
|
|||||
2020
Q1 | $602K | Buy |
|
|||||
2019
Q4 | $642K | Buy |
|
|||||
2019
Q3 | $513K | Sell |
|
|||||
2019
Q2 | $535K | Sell |
|
|||||
2019
Q1 | $486K | Sell |
|
|||||
2018
Q4 | $478K | Buy |
|
|||||
2018
Q3 | $528K | Sell |
|
|||||
2018
Q2 | $469K | Buy |
|
|||||
2018
Q1 | $406K | Hold |
|
|||||
2017
Q4 | $387K | Buy |
|
|||||
2017
Q3 | $312K | Sell |
|
|||||
2017
Q2 | $293K | Buy |
|
|||||
2017
Q1 | $263K | Buy |
|
|||||
2016
Q4 | $225K | Buy |
|
|||||
2016
Q3 | $215K | Sell |
|
|||||
2016
Q2 | $194K | Hold |
|
|||||
2016
Q1 | $200K | Sell |
|
|||||
2015
Q4 | $221K | Buy |
|
|||||
2015
Q3 | $63K | Sell |
|
|||||
2015
Q2 | $61K | Buy |
|
|||||
2015
Q1 | $32K | Sell |
|
|||||
2014
Q4 | $38K | Buy |
|
|||||
2014
Q3 | $24K | Hold |
|
|||||
2014
Q2 | $24K | Hold |
|
|||||
2014
Q1 | $25K | Sell |
|
|||||
2013
Q4 | $101K | Buy |
|
|||||
2013
Q3 | $22K | Hold |
|
|||||
2013
Q2 | $21K | Buy |
|