TRIA
Trail Ridge Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
1,677
-88
| -5% | -$30.4K | 0.28% | 65 |
|
|
2025
Q1 | $619K | Sell |
1,765
-535
| -23% | -$187K | 0.32% | 61 |
|
|
2024
Q4 | $727K | Buy |
2,300
+23
| +1% | +$7.27K | 0.35% | 61 |
|
|
2024
Q3 | $646K | Sell |
2,277
-21
| -0.9% | -$5.96K | 0.31% | 64 |
|
|
2024
Q2 | $603K | Buy |
2,298
+179
| +8% | +$47K | 0.31% | 65 |
|
|
2024
Q1 | $591K | Sell |
2,119
-249
| -11% | -$69.5K | 0.33% | 61 |
|
|
2023
Q4 | $617K | Sell |
2,368
-92
| -4% | -$24K | 0.38% | 56 |
|
|
2023
Q3 | $566K | Buy |
2,460
+53
| +2% | +$12.2K | 0.38% | 58 |
|
|
2023
Q2 | $572K | Sell |
2,407
-190
| -7% | -$45.1K | 0.35% | 62 |
|
|
2023
Q1 | $586K | Buy |
2,597
+2
| +0.1% | +$451 | 0.38% | 64 |
|
|
2022
Q4 | $539K | Buy |
2,595
+73
| +3% | +$15.2K | 0.37% | 71 |
|
|
2022
Q3 | $517K | Buy |
2,522
+164
| +7% | +$33.6K | 0.34% | 76 |
|
|
2022
Q2 | $464K | Buy |
2,358
+124
| +6% | +$24.4K | 0.31% | 87 |
|
|
2022
Q1 | $495K | Buy |
2,234
+542
| +32% | +$120K | 0.3% | 92 |
|
|
2021
Q4 | $367K | Buy |
+1,692
| New | +$367K | 0.22% | 105 |
|