Traphagen Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.93M | Sell |
6,383
-14
| -0.2% | -$4.5K | 0.16% | 54 |
|
|
2025
Q4 | $2.24M | Buy |
6,397
+203
| +3% | +$69.2K | 0.18% | 44 |
|
|
2025
Q3 | $2.11M | Buy |
6,194
+41
| +0.7% | +$14.2K | 0.18% | 47 |
|
|
2025
Q2 | $2.18M | Sell |
6,153
-63
| -1% | -$22K | 0.21% | 41 |
|
|
2025
Q1 | $2.18M | Sell |
6,216
-11
| -0.2% | -$3.72K | 0.23% | 42 |
|
|
2024
Q4 | $1.97M | Buy |
6,227
+280
| +5% | +$84.2K | 0.2% | 42 |
|
|
2024
Q3 | $1.64M | Buy |
5,947
+29
| +0.5% | +$7.84K | 0.17% | 48 |
|
|
2024
Q2 | $1.55M | Sell |
5,918
-102
| -2% | -$28K | 0.17% | 50 |
|
|
2024
Q1 | $1.68M | Buy |
6,020
+11
| +0.2% | +$3.04K | 0.18% | 49 |
|
|
2023
Q4 | $1.56M | Buy |
6,009
+228
| +4% | +$56.2K | 0.18% | 46 |
|
|
2023
Q3 | $1.33M | Buy |
5,781
+14
| +0.2% | +$3.37K | 0.17% | 46 |
|
|
2023
Q2 | $1.37M | Buy |
5,767
+113
| +2% | +$25.9K | 0.18% | 48 |
|
|
2023
Q1 | $1.27M | Buy |
5,654
+60
| +1% | +$13.4K | 0.19% | 49 |
|
|
2022
Q4 | $1.22M | Buy |
5,594
+156
| +3% | +$31.5K | 0.19% | 43 |
|
|
2022
Q3 | $966K | Sell |
5,438
-60
| -1% | -$12.2K | 0.18% | 43 |
|
|
2022
Q2 | $1.08M | Buy |
5,498
+198
| +4% | +$40.9K | 0.2% | 41 |
|
|
2022
Q1 | $1.18M | Buy |
5,300
+67
| +1% | +$14.5K | 0.19% | 43 |
|
|
2021
Q4 | $1.13M | Buy |
5,233
+95
| +2% | +$20.4K | 0.19% | 42 |
|
|
2021
Q3 | $1.14M | Buy |
5,138
+25
| +0.5% | +$5.86K | 0.21% | 42 |
|
|
2021
Q2 | $1.2M | Buy |
5,113
+329
| +7% | +$75.2K | 0.2% | 44 |
|
|
2021
Q1 | $1.01M | Sell |
4,784
-59
| -1% | -$12.4K | 0.19% | 50 |
|
|
2020
Q4 | $1.06M | Sell |
4,843
-42
| -0.9% | -$8.6K | 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% | -$4.57K | 0.21% | 47 |
|
|
2020
Q1 | $780K | Buy |
4,839
+131
| +3% | +$24.7K | 0.21% | 43 |
|
|
2019
Q4 | $885K | Buy |
4,708
+5
| +0.1% | +$901 | 0.21% | 43 |
|
|
2019
Q3 | $809K | Buy |
4,703
+30
| +0.6% | +$5.34K | 0.21% | 43 |
|
|
2019
Q2 | $811K | Buy |
4,673
+26
| +0.6% | +$4.26K | 0.22% | 41 |
|
|
2019
Q1 | $726K | Buy |
+4,647
| New | +$670K | 0.2% | 40 |
|
Other funds holding V
VCM
VPM
