TA
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Tiedemann Advisors’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$3M Sell
13,034
-21
-0.2% -$4.84K 0.13% 62
2023
Q2
$3.1M Buy
13,055
+82
+0.6% +$19.5K 0.13% 61
2023
Q1
$2.92M Buy
12,973
+2,743
+27% +$618K 0.13% 64
2022
Q4
$2.13M Buy
10,230
+124
+1% +$25.8K 0.1% 73
2022
Q3
$1.8M Sell
10,106
-65
-0.6% -$11.5K 0.11% 79
2022
Q2
$2M Sell
10,171
-1,238
-11% -$244K 0.15% 69
2022
Q1
$2.53M Sell
11,409
-4,816
-30% -$1.07M 0.13% 77
2021
Q4
$3.52M Sell
16,225
-2
-0% -$433 0.17% 65
2021
Q3
$3.61M Sell
16,227
-5,571
-26% -$1.24M 0.19% 58
2021
Q2
$5.1M Sell
21,798
-156
-0.7% -$36.5K 0.2% 58
2021
Q1
$4.65M Sell
21,954
-388
-2% -$82.1K 0.2% 55
2020
Q4
$4.89M Buy
22,342
+1,355
+6% +$296K 0.24% 49
2020
Q3
$4.2M Sell
20,987
-364
-2% -$72.8K 0.2% 68
2020
Q2
$4.13M Buy
21,351
+238
+1% +$46K 0.22% 67
2020
Q1
$3.4M Buy
21,113
+758
+4% +$122K 0.22% 74
2019
Q4
$3.82M Sell
20,355
-3,953
-16% -$742K 0.18% 80
2019
Q3
$4.18M Buy
24,308
+12,117
+99% +$2.08M 0.2% 81
2019
Q2
$2.11M Sell
12,191
-19,380
-61% -$3.36M 0.11% 102
2019
Q1
$4.93M Sell
31,571
-35
-0.1% -$5.46K 0.23% 74
2018
Q4
$4.17M Buy
31,606
+22,175
+235% +$2.93M 0.21% 82
2018
Q3
$1.42M Sell
9,431
-639
-6% -$95.9K 0.08% 137
2018
Q2
$1.33M Sell
10,070
-1,173
-10% -$155K 0.09% 137
2018
Q1
$1.35M Buy
11,243
+2,676
+31% +$320K 0.09% 121
2017
Q4
$977K Sell
8,567
-38,299
-82% -$4.37M 0.07% 122
2017
Q3
$4.07M Sell
46,866
-2,891
-6% -$251K 0.37% 55
2017
Q2
$4.67M Sell
49,757
-7,456
-13% -$699K 0.34% 53
2017
Q1
$5.08M Buy
57,213
+9,309
+19% +$827K 0.43% 47
2016
Q4
$3.74M Buy
47,904
+44,395
+1,265% +$3.46M 0.37% 57
2016
Q3
$289K Buy
+3,509
New +$289K 0.06% 113