Valley National Advisers’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $266K | Sell |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $235K | Buy |
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|
2024
Q3 | $103K | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | $188K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $163K | Buy |
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|
2022
Q4 | $150K | Buy |
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|
2022
Q3 | $125K | Buy |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $87K | Hold |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q3 | $36K | Sell |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $51K | Sell |
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|
2020
Q4 | $66K | Sell |
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|
2020
Q3 | $63K | Sell |
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|
2020
Q2 | $81K | Sell |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | $86K | Buy |
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|
2019
Q3 | $36K | Buy |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $14K | Buy |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Buy |
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