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Traphagen Investment Advisors’s Visa V Stock Holding History

Traphagen 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 		$2.18M Sell
6,153
-63
-1% -$22.4K 0.21% 41
2025
Q1 		$2.18M Sell
6,216
-11
-0.2% -$3.86K 0.23% 42
2024
Q4 		$1.97M Buy
6,227
+280
+5% +$88.5K 0.2% 42
2024
Q3 		$1.64M Buy
5,947
+29
+0.5% +$7.97K 0.17% 48
2024
Q2 		$1.55M Sell
5,918
-102
-2% -$26.8K 0.17% 50
2024
Q1 		$1.68M Buy
6,020
+11
+0.2% +$3.07K 0.18% 49
2023
Q4 		$1.56M Buy
6,009
+228
+4% +$59.4K 0.18% 46
2023
Q3 		$1.33M Buy
5,781
+14
+0.2% +$3.22K 0.17% 46
2023
Q2 		$1.37M Buy
5,767
+113
+2% +$26.8K 0.18% 48
2023
Q1 		$1.27M Buy
5,654
+60
+1% +$13.5K 0.19% 49
2022
Q4 		$1.22M Buy
5,594
+156
+3% +$34.1K 0.19% 43
2022
Q3 		$966K Sell
5,438
-60
-1% -$10.7K 0.18% 43
2022
Q2 		$1.08M Buy
5,498
+198
+4% +$39K 0.2% 41
2022
Q1 		$1.18M Buy
5,300
+67
+1% +$14.9K 0.19% 43
2021
Q4 		$1.13M Buy
5,233
+95
+2% +$20.6K 0.19% 42
2021
Q3 		$1.14M Buy
5,138
+25
+0.5% +$5.57K 0.21% 42
2021
Q2 		$1.2M Buy
5,113
+329
+7% +$76.9K 0.2% 44
2021
Q1 		$1.01M Sell
4,784
-59
-1% -$12.5K 0.19% 50
2020
Q4 		$1.06M Sell
4,843
-42
-0.9% -$9.19K 0.19% 45
2020
Q3 		$977K Buy
4,885
+71
+1% +$14.2K 0.2% 41
2020
Q2 		$930K Sell
4,814
-25
-0.5% -$4.83K 0.21% 47
2020
Q1 		$780K Buy
4,839
+131
+3% +$21.1K 0.21% 43
2019
Q4 		$885K Buy
4,708
+5
+0.1% +$940 0.21% 43
2019
Q3 		$809K Buy
4,703
+30
+0.6% +$5.16K 0.21% 43
2019
Q2 		$811K Buy
4,673
+26
+0.6% +$4.51K 0.22% 41
2019
Q1 		$726K Buy
+4,647
New +$726K 0.2% 40