TIA
Trust Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
4,971
-864
| -15% | -$307K | 1.07% | 25 |
|
|
2025
Q1 | $2.04M | Buy |
5,835
+1,078
| +23% | +$378K | 1.32% | 16 |
|
|
2024
Q4 | $1.5M | Sell |
4,757
-191
| -4% | -$60.4K | 0.96% | 34 |
|
|
2024
Q3 | $1.36M | Sell |
4,948
-10
| -0.2% | -$2.75K | 0.87% | 36 |
|
|
2024
Q2 | $1.3M | Buy |
4,958
+136
| +3% | +$35.7K | 0.83% | 41 |
|
|
2024
Q1 | $1.35M | Sell |
4,822
-7
| -0.1% | -$1.95K | 0.97% | 37 |
|
|
2023
Q4 | $1.26M | Sell |
4,829
-70
| -1% | -$18.2K | 0.98% | 40 |
|
|
2023
Q3 | $1.13M | Sell |
4,899
-187
| -4% | -$43K | 0.97% | 40 |
|
|
2023
Q2 | $1.21M | Buy |
5,086
+110
| +2% | +$26.1K | 0.98% | 41 |
|
|
2023
Q1 | $1.12M | Sell |
4,976
-78
| -2% | -$17.6K | 1.01% | 45 |
|
|
2022
Q4 | $1.05M | Sell |
5,054
-267
| -5% | -$55.5K | 0.99% | 44 |
|
|
2022
Q3 | $945K | Buy |
5,321
+42
| +0.8% | +$7.46K | 0.99% | 47 |
|
|
2022
Q2 | $1.04M | Hold |
5,279
| – | – | 1% | 44 |
|
|
2022
Q1 | $1.17M | Buy |
5,279
+53
| +1% | +$11.8K | 0.95% | 48 |
|
|
2021
Q4 | $1.13M | Buy |
5,226
+63
| +1% | +$13.7K | 0.89% | 50 |
|
|
2021
Q3 | $1.15M | Buy |
5,163
+174
| +3% | +$38.8K | 1.03% | 42 |
|
|
2021
Q2 | $1.17M | Buy |
4,989
+124
| +3% | +$29K | 1.03% | 42 |
|
|
2021
Q1 | $1.03M | Sell |
4,865
-186
| -4% | -$39.4K | 1.01% | 42 |
|
|
2020
Q4 | $1.11M | Sell |
5,051
-144
| -3% | -$31.5K | 1.12% | 33 |
|
|
2020
Q3 | $1.04M | Buy |
5,195
+91
| +2% | +$18.2K | 1.21% | 29 |
|
|
2020
Q2 | $986K | Buy |
5,104
+294
| +6% | +$56.8K | 1.26% | 22 |
|
|
2020
Q1 | $775K | Buy |
4,810
+50
| +1% | +$8.06K | 1.28% | 29 |
|
|
2019
Q4 | $894K | Sell |
4,760
-200
| -4% | -$37.6K | 1.11% | 41 |
|
|
2019
Q3 | $853K | Buy |
4,960
+70
| +1% | +$12K | 1.1% | 43 |
|
|
2019
Q2 | $849K | Sell |
4,890
-700
| -13% | -$122K | 1.07% | 48 |
|
|
2019
Q1 | $873K | Sell |
5,590
-870
| -13% | -$136K | 1.03% | 46 |
|
|
2018
Q4 | $852K | Sell |
6,460
-200
| -3% | -$26.4K | 1.08% | 42 |
|
|
2018
Q3 | $1M | Buy |
6,660
+200
| +3% | +$30K | 1.03% | 45 |
|
|
2018
Q2 | $856K | Buy |
6,460
+50
| +0.8% | +$6.63K | 0.94% | 50 |
|
|
2018
Q1 | $767K | Hold |
6,410
| – | – | 0.88% | 54 |
|
|
2017
Q4 | $731K | Buy |
6,410
+60
| +0.9% | +$6.84K | 0.81% | 53 |
|
|
2017
Q3 | $668K | Sell |
6,350
-900
| -12% | -$94.7K | 0.76% | 59 |
|
|
2017
Q2 | $680K | Sell |
7,250
-300
| -4% | -$28.1K | 0.73% | 59 |
|
|
2017
Q1 | $671K | Hold |
7,550
| – | – | 0.72% | 59 |
|
|
2016
Q4 | $589K | Sell |
7,550
-125
| -2% | -$9.75K | 0.67% | 61 |
|
|
2016
Q3 | $635K | Hold |
7,675
| – | – | 0.72% | 59 |
|
|
2016
Q2 | $569K | Sell |
7,675
-400
| -5% | -$29.7K | 0.67% | 63 |
|
|
2016
Q1 | $618K | Buy |
+8,075
| New | +$618K | 0.7% | 64 |
|