Valley National Advisers’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
788
-1
| -0.1% | -$354 | 0.05% | 209 |
|
|
2025
Q1 | $276K | Buy |
789
+44
| +6% | +$15.4K | 0.05% | 207 |
|
|
2024
Q4 | $235K | Buy |
745
+368
| +98% | +$116K | 0.04% | 211 |
|
|
2024
Q3 | $103K | Sell |
377
-505
| -57% | -$138K | 0.02% | 281 |
|
|
2024
Q2 | $231K | Sell |
882
-18
| -2% | -$4.71K | 0.03% | 225 |
|
|
2024
Q1 | $251K | Buy |
900
+27
| +3% | +$7.53K | 0.04% | 223 |
|
|
2023
Q4 | $227K | Buy |
873
+57
| +7% | +$14.8K | 0.04% | 227 |
|
|
2023
Q3 | $188K | Buy |
816
+85
| +12% | +$19.6K | 0.03% | 245 |
|
|
2023
Q2 | $174K | Buy |
731
+30
| +4% | +$7.14K | 0.03% | 257 |
|
|
2023
Q1 | $163K | Buy |
701
+22
| +3% | +$5.12K | 0.03% | 258 |
|
|
2022
Q4 | $150K | Buy |
679
+11
| +2% | +$2.43K | 0.03% | 265 |
|
|
2022
Q3 | $125K | Buy |
668
+1
| +0.1% | +$187 | 0.03% | 279 |
|
|
2022
Q2 | $135K | Buy |
667
+274
| +70% | +$55.5K | 0.03% | 255 |
|
|
2022
Q1 | $87K | Hold |
393
| – | – | 0.02% | 298 |
|
|
2021
Q4 | $85K | Buy |
393
+231
| +143% | +$50K | 0.02% | 304 |
|
|
2021
Q3 | $36K | Sell |
162
-80
| -33% | -$17.8K | 0.01% | 386 |
|
|
2021
Q2 | $57K | Hold |
242
| – | – | 0.01% | 334 |
|
|
2021
Q1 | $51K | Sell |
242
-60
| -20% | -$12.6K | 0.01% | 332 |
|
|
2020
Q4 | $66K | Sell |
302
-12
| -4% | -$2.62K | 0.01% | 295 |
|
|
2020
Q3 | $63K | Sell |
314
-103
| -25% | -$20.7K | 0.01% | 277 |
|
|
2020
Q2 | $81K | Sell |
417
-84
| -17% | -$16.3K | 0.02% | 241 |
|
|
2020
Q1 | $81K | Buy |
501
+44
| +10% | +$7.11K | 0.02% | 230 |
|
|
2019
Q4 | $86K | Buy |
457
+247
| +118% | +$46.5K | 0.02% | 256 |
|
|
2019
Q3 | $36K | Buy |
210
+60
| +40% | +$10.3K | 0.01% | 344 |
|
|
2019
Q2 | $26K | Sell |
150
-36
| -19% | -$6.24K | 0.01% | 359 |
|
|
2019
Q1 | $29K | Sell |
186
-83
| -31% | -$12.9K | 0.01% | 346 |
|
|
2018
Q4 | $36K | Buy |
269
+165
| +159% | +$22.1K | 0.01% | 289 |
|
|
2018
Q3 | $16K | Hold |
104
| – | – | 0.01% | 388 |
|
|
2018
Q2 | $14K | Buy |
104
+36
| +53% | +$4.85K | 0.01% | 387 |
|
|
2018
Q1 | $8K | Buy |
68
+18
| +36% | +$2.12K | ﹤0.01% | 430 |
|
|
2017
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 484 |
|