UIA
Ulland Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
7,479
-1,930
| -21% | -$685K | 2.03% | 15 |
|
|
2025
Q1 | $3.3M | Sell |
9,409
-3,641
| -28% | -$1.28M | 2.76% | 12 |
|
|
2024
Q4 | $4.12M | Buy |
13,050
+41
| +0.3% | +$13K | 2.63% | 13 |
|
|
2024
Q3 | $3.58M | Sell |
13,009
-166
| -1% | -$45.6K | 2.62% | 12 |
|
|
2024
Q2 | $3.46M | Sell |
13,175
-107
| -0.8% | -$28.1K | 2.4% | 13 |
|
|
2024
Q1 | $3.71M | Sell |
13,282
-46
| -0.3% | -$12.8K | 2.96% | 13 |
|
|
2023
Q4 | $3.47M | Sell |
13,328
-196
| -1% | -$51K | 3.5% | 11 |
|
|
2023
Q3 | $3.11M | Sell |
13,524
-446
| -3% | -$103K | 3.42% | 10 |
|
|
2023
Q2 | $3.32M | Sell |
13,970
-264
| -2% | -$62.7K | 3.41% | 10 |
|
|
2023
Q1 | $3.21M | Sell |
14,234
-530
| -4% | -$119K | 3.77% | 7 |
|
|
2022
Q4 | $3.07M | Sell |
14,764
-380
| -3% | -$78.9K | 3.66% | 8 |
|
|
2022
Q3 | $2.69M | Sell |
15,144
-105
| -0.7% | -$18.7K | 2.94% | 11 |
|
|
2022
Q2 | $3M | Sell |
15,249
-75
| -0.5% | -$14.8K | 3.07% | 10 |
|
|
2022
Q1 | $3.4M | Buy |
15,324
+305
| +2% | +$67.6K | 2.55% | 18 |
|
|
2021
Q4 | $3.26M | Buy |
+15,019
| New | +$3.26M | 2.08% | 17 |
|