TFP
Tilia Fiduciary Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
11,811
+59
| +0.5% | +$20.9K | 2.56% | 5 |
|
|
2025
Q1 | $4.12M | Buy |
11,752
+113
| +1% | +$39.6K | 2.75% | 5 |
|
|
2024
Q4 | $3.68M | Buy |
11,639
+393
| +3% | +$124K | 2.51% | 6 |
|
|
2024
Q3 | $3.09M | Buy |
11,246
+551
| +5% | +$152K | 2.14% | 9 |
|
|
2024
Q2 | $2.81M | Buy |
10,695
+658
| +7% | +$173K | 2.2% | 7 |
|
|
2024
Q1 | $2.8M | Buy |
10,037
+530
| +6% | +$148K | 2.27% | 7 |
|
|
2023
Q4 | $2.48M | Buy |
9,507
+114
| +1% | +$29.7K | 2.3% | 5 |
|
|
2023
Q3 | $2.16M | Buy |
9,393
+292
| +3% | +$67.2K | 2.25% | 5 |
|
|
2023
Q2 | $2.16M | Buy |
9,101
+269
| +3% | +$63.9K | 1.93% | 6 |
|
|
2023
Q1 | $1.99M | Sell |
8,832
-229
| -3% | -$51.6K | 1.9% | 6 |
|
|
2022
Q4 | $1.88M | Buy |
9,061
+95
| +1% | +$19.7K | 1.81% | 8 |
|
|
2022
Q3 | $1.61M | Buy |
8,966
+286
| +3% | +$51.2K | 1.62% | 11 |
|
|
2022
Q2 | $1.78M | Buy |
8,680
+403
| +5% | +$82.6K | 1.7% | 11 |
|
|
2022
Q1 | $1.84M | Buy |
8,277
+442
| +6% | +$98K | 1.56% | 11 |
|
|
2021
Q4 | $1.7M | Buy |
+7,835
| New | +$1.7M | 1.36% | 13 |
|