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Tiemann Investment Advisors’s Visa V Stock Holding History

Tiemann Investment Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.73M Buy
4,860
+51
+1% +$18.1K 0.71% 29
2025
Q1 		$1.69M Sell
4,809
-80
-2% -$28K 0.76% 27
2024
Q4 		$1.55M Sell
4,889
-171
-3% -$54.1K 0.69% 33
2024
Q3 		$1.39M Sell
5,060
-189
-4% -$52K 0.6% 38
2024
Q2 		$1.38M Hold
5,249
– – 0.61% 39
2024
Q1 		$1.47M Sell
5,249
-85
-2% -$23.7K 0.66% 36
2023
Q4 		$1.39M Sell
5,334
-200
-4% -$52.1K 0.67% 35
2023
Q3 		$1.27M Sell
5,534
-50
-0.9% -$11.5K 0.68% 37
2023
Q2 		$1.33M Sell
5,584
-285
-5% -$67.7K 0.68% 36
2023
Q1 		$1.32M Sell
5,869
-50
-0.8% -$11.3K 0.72% 35
2022
Q4 		$1.23M Buy
5,919
+290
+5% +$60.3K 0.72% 34
2022
Q3 		$1M Sell
5,629
-110
-2% -$19.5K 0.65% 39
2022
Q2 		$1.13M Buy
5,739
+435
+8% +$85.7K 0.6% 42
2022
Q1 		$1.18M Buy
5,304
+225
+4% +$49.9K 0.54% 50
2021
Q4 		$1.1M Buy
5,079
+20
+0.4% +$4.34K 0.47% 57
2021
Q3 		$1.13M Sell
5,059
-79
-2% -$17.6K 0.54% 50
2021
Q2 		$1.2M Buy
5,138
+63
+1% +$14.7K 0.56% 49
2021
Q1 		$1.08M Buy
5,075
+234
+5% +$49.6K 0.54% 51
2020
Q4 		$1.06M Buy
4,841
+650
+16% +$142K 0.56% 46
2020
Q3 		$838K Sell
4,191
-5
-0.1% -$1K 0.52% 52
2020
Q2 		$811K Buy
4,196
+300
+8% +$58K 0.55% 49
2020
Q1 		$628K Buy
3,896
+215
+6% +$34.7K 0.55% 52
2019
Q4 		$692K Buy
3,681
+35
+1% +$6.58K 0.47% 58
2019
Q3 		$627K Buy
3,646
+250
+7% +$43K 0.46% 58
2019
Q2 		$589K Hold
3,396
– – 0.43% 63
2019
Q1 		$530K Hold
3,396
– – 0.4% 68
2018
Q4 		$448K Hold
3,396
– – 0.4% 69
2018
Q3 		$510K Sell
3,396
-100
-3% -$15K 0.39% 66
2018
Q2 		$463K Hold
3,496
– – 0.37% 77
2018
Q1 		$418K Buy
3,496
+200
+6% +$23.9K 0.34% 90
2017
Q4 		$376K Sell
3,296
-600
-15% -$68.4K 0.3% 102
2017
Q3 		$410K Hold
3,896
– – 0.35% 83
2017
Q2 		$365K Hold
3,896
– – 0.33% 95
2017
Q1 		$346K Hold
3,896
– – 0.32% 98
2016
Q4 		$304K Sell
3,896
-1,100
-22% -$85.8K 0.3% 104
2016
Q3 		$413K Hold
4,996
– – 0.38% 79
2016
Q2 		$371K Hold
4,996
– – 0.35% 93
2016
Q1 		$382K Hold
4,996
– – 0.38% 80
2015
Q4 		$387K Hold
4,996
– – 0.39% 78
2015
Q3 		$348K Sell
4,996
-240
-5% -$16.7K 0.38% 81
2015
Q2 		$352K Buy
5,236
+64
+1% +$4.3K 0.36% 89
2015
Q1 		$338K Buy
5,172
+4,054
+363% +$265K 0.35% 91
2014
Q4 		$293K Hold
1,118
– – 0.31% 103
2014
Q3 		$239K Sell
1,118
-140
-11% -$29.9K 0.27% 122
2014
Q2 		$265K Sell
1,258
-100
-7% -$21.1K 0.29% 111
2014
Q1 		$293K Hold
1,358
– – 0.33% 101
2013
Q4 		$302K Buy
+1,358
New +$302K 0.36% 96