TWA
TCI Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
3,500
-576
| -14% | -$204K | 0.09% | 85 |
|
|
2025
Q1 | $1.43M | Sell |
4,076
-788
| -16% | -$276K | 0.11% | 64 |
|
|
2024
Q4 | $1.54M | Sell |
4,864
-211
| -4% | -$66.7K | 0.13% | 63 |
|
|
2024
Q3 | $1.4M | Buy |
5,075
+98
| +2% | +$26.9K | 0.12% | 68 |
|
|
2024
Q2 | $1.31M | Sell |
4,977
-335
| -6% | -$87.9K | 0.12% | 63 |
|
|
2024
Q1 | $1.48M | Buy |
5,312
+205
| +4% | +$57.2K | 0.15% | 59 |
|
|
2023
Q4 | $1.33M | Buy |
5,107
+40
| +0.8% | +$10.4K | 0.14% | 60 |
|
|
2023
Q3 | $1.17M | Buy |
5,067
+353
| +7% | +$81.2K | 0.15% | 61 |
|
|
2023
Q2 | $1.12M | Sell |
4,714
-19
| -0.4% | -$4.51K | 0.14% | 68 |
|
|
2023
Q1 | $1.07M | Sell |
4,733
-70
| -1% | -$15.8K | 0.14% | 64 |
|
|
2022
Q4 | $998K | Buy |
4,803
+408
| +9% | +$84.8K | 0.14% | 64 |
|
|
2022
Q3 | $781K | Buy |
4,395
+164
| +4% | +$29.1K | 0.13% | 69 |
|
|
2022
Q2 | $833K | Sell |
4,231
-23
| -0.5% | -$4.53K | 0.13% | 70 |
|
|
2022
Q1 | $943K | Sell |
4,254
-166
| -4% | -$36.8K | 0.14% | 68 |
|
|
2021
Q4 | $958K | Sell |
4,420
-569
| -11% | -$123K | 0.14% | 66 |
|
|
2021
Q3 | $1.11M | Sell |
4,989
-685
| -12% | -$153K | 0.17% | 57 |
|
|
2021
Q2 | $1.33M | Buy |
5,674
+2,209
| +64% | +$517K | 0.22% | 48 |
|
|
2021
Q1 | $734K | Sell |
3,465
-5
| -0.1% | -$1.06K | 0.31% | 63 |
|
|
2020
Q4 | $759K | Buy |
3,470
+38
| +1% | +$8.31K | 0.34% | 55 |
|
|
2020
Q3 | $686K | Sell |
3,432
-154
| -4% | -$30.8K | 0.27% | 65 |
|
|
2020
Q2 | $693K | Sell |
3,586
-148
| -4% | -$28.6K | 0.3% | 62 |
|
|
2020
Q1 | $602K | Buy |
3,734
+315
| +9% | +$50.8K | 0.3% | 63 |
|
|
2019
Q4 | $642K | Buy |
3,419
+434
| +15% | +$81.5K | 0.25% | 71 |
|
|
2019
Q3 | $513K | Sell |
2,985
-95
| -3% | -$16.3K | 0.23% | 78 |
|
|
2019
Q2 | $535K | Sell |
3,080
-34
| -1% | -$5.91K | 0.24% | 77 |
|
|
2019
Q1 | $486K | Sell |
3,114
-506
| -14% | -$79K | 0.21% | 86 |
|
|
2018
Q4 | $478K | Buy |
3,620
+102
| +3% | +$13.5K | 0.23% | 80 |
|
|
2018
Q3 | $528K | Sell |
3,518
-24
| -0.7% | -$3.6K | 0.22% | 84 |
|
|
2018
Q2 | $469K | Buy |
3,542
+152
| +4% | +$20.1K | 0.21% | 86 |
|
|
2018
Q1 | $406K | Hold |
3,390
| – | – | 0.19% | 93 |
|
|
2017
Q4 | $387K | Buy |
3,390
+423
| +14% | +$48.3K | 0.17% | 104 |
|
|
2017
Q3 | $312K | Sell |
2,967
-156
| -5% | -$16.4K | 0.15% | 106 |
|
|
2017
Q2 | $293K | Buy |
3,123
+162
| +5% | +$15.2K | 0.15% | 105 |
|
|
2017
Q1 | $263K | Buy |
2,961
+78
| +3% | +$6.93K | 0.14% | 108 |
|
|
2016
Q4 | $225K | Buy |
2,883
+279
| +11% | +$21.8K | 0.12% | 127 |
|
|
2016
Q3 | $215K | Sell |
2,604
-16
| -0.6% | -$1.32K | 0.12% | 124 |
|
|
2016
Q2 | $194K | Hold |
2,620
| – | – | 0.11% | 127 |
|
|
2016
Q1 | $200K | Sell |
2,620
-226
| -8% | -$17.3K | 0.11% | 130 |
|
|
2015
Q4 | $221K | Buy |
2,846
+1,945
| +216% | +$151K | 0.12% | 122 |
|
|
2015
Q3 | $63K | Sell |
901
-3
| -0.3% | -$210 | 0.04% | 250 |
|
|
2015
Q2 | $61K | Buy |
904
+412
| +84% | +$27.8K | 0.03% | 258 |
|
|
2015
Q1 | $32K | Buy |
492
+348
| +242% | +$22.6K | 0.02% | 290 |
|
|
2014
Q4 | $38K | Buy |
144
+30
| +26% | +$7.92K | 0.02% | 272 |
|
|
2014
Q3 | $24K | Hold |
114
| – | – | 0.02% | 316 |
|
|
2014
Q2 | $24K | Hold |
114
| – | – | 0.01% | 328 |
|
|
2014
Q1 | $25K | Sell |
114
-341
| -75% | -$74.8K | 0.02% | 305 |
|
|
2013
Q4 | $101K | Buy |
455
+341
| +299% | +$75.7K | 0.06% | 161 |
|
|
2013
Q3 | $22K | Hold |
114
| – | – | 0.02% | 287 |
|
|
2013
Q2 | $21K | Buy |
+114
| New | +$21K | 0.02% | 299 |
|