VIA
Vickerman Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Buy |
14,707
+1,317
| +10% | +$468K | 1.12% | 18 |
|
|
2025
Q1 | $4.69M | Sell |
13,390
-2,242
| -14% | -$786K | 1.06% | 23 |
|
|
2024
Q4 | $4.94M | Sell |
15,632
-232
| -1% | -$73.3K | 1.34% | 18 |
|
|
2024
Q3 | $4.36M | Sell |
15,864
-64
| -0.4% | -$17.6K | 1.28% | 22 |
|
|
2024
Q2 | $4.18M | Sell |
15,928
-26
| -0.2% | -$6.82K | 1.34% | 23 |
|
|
2024
Q1 | $4.45M | Buy |
15,954
+60
| +0.4% | +$16.7K | 1.44% | 20 |
|
|
2023
Q4 | $4.14M | Buy |
15,894
+3,541
| +29% | +$922K | 1.41% | 20 |
|
|
2023
Q3 | $2.84M | Buy |
12,353
+788
| +7% | +$181K | 1.16% | 33 |
|
|
2023
Q2 | $2.75M | Buy |
+11,565
| New | +$2.75M | 1.07% | 41 |
|