TI
Truepoint Inc’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
2,050
+81
| +4% | +$28.8K | 0.02% | 83 |
|
|
2025
Q1 | $690K | Sell |
1,969
-33
| -2% | -$11.6K | 0.02% | 78 |
|
|
2024
Q4 | $633K | Sell |
2,002
-7
| -0.3% | -$2.21K | 0.02% | 79 |
|
|
2024
Q3 | $552K | Buy |
2,009
+145
| +8% | +$39.9K | 0.01% | 84 |
|
|
2024
Q2 | $489K | Hold |
1,864
| – | – | 0.01% | 84 |
|
|
2024
Q1 | $520K | Sell |
1,864
-3,288
| -64% | -$918K | 0.01% | 83 |
|
|
2023
Q4 | $1.34M | Buy |
5,152
+1,926
| +60% | +$501K | 0.04% | 66 |
|
|
2023
Q3 | $742K | Buy |
3,226
+1,077
| +50% | +$248K | 0.02% | 93 |
|
|
2023
Q2 | $510K | Buy |
2,149
+13
| +0.6% | +$3.09K | 0.02% | 98 |
|
|
2023
Q1 | $482K | Sell |
2,136
-380
| -15% | -$85.7K | 0.02% | 94 |
|
|
2022
Q4 | $523K | Buy |
2,516
+11
| +0.4% | +$2.29K | 0.02% | 94 |
|
|
2022
Q3 | $445K | Sell |
2,505
-68
| -3% | -$12.1K | 0.02% | 89 |
|
|
2022
Q2 | $507K | Sell |
2,573
-479
| -16% | -$94.4K | 0.03% | 93 |
|
|
2022
Q1 | $677K | Buy |
3,052
+481
| +19% | +$107K | 0.03% | 73 |
|
|
2021
Q4 | $557K | Sell |
2,571
-32
| -1% | -$6.93K | 0.03% | 78 |
|
|
2021
Q3 | $580K | Buy |
2,603
+180
| +7% | +$40.1K | 0.03% | 76 |
|
|
2021
Q2 | $567K | Buy |
2,423
+39
| +2% | +$9.13K | 0.03% | 67 |
|
|
2021
Q1 | $505K | Buy |
2,384
+1
| +0% | +$212 | 0.03% | 70 |
|
|
2020
Q4 | $521K | Buy |
+2,383
| New | +$521K | 0.03% | 68 |
|
|
2020
Q1 | – | Sell |
-2,785
| Closed | -$523K | – | 106 |
|
|
2019
Q4 | $523K | Buy |
2,785
+1
| +0% | +$188 | 0.04% | 64 |
|
|
2019
Q3 | $479K | Sell |
2,784
-55
| -2% | -$9.46K | 0.04% | 62 |
|
|
2019
Q2 | $493K | Sell |
2,839
-44
| -2% | -$7.64K | 0.04% | 70 |
|
|
2019
Q1 | $450K | Buy |
2,883
+468
| +19% | +$73K | 0.04% | 67 |
|
|
2018
Q4 | $319K | Sell |
2,415
-1,362
| -36% | -$180K | 0.03% | 80 |
|
|
2018
Q3 | $567K | Buy |
3,777
+277
| +8% | +$41.6K | 0.05% | 59 |
|
|
2018
Q2 | $464K | Buy |
3,500
+3,195
| +1,048% | +$424K | 0.04% | 67 |
|
|
2018
Q1 | $2.55K | Buy |
+305
| New | +$2.55K | 0.02% | 84 |
|