WhitTier Trust Company’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.4M | Buy |
206,779
+3,325
| +2% | +$1.18M | 1.66% | 10 |
|
|
2025
Q1 | $71.3M | Sell |
203,454
-17,768
| -8% | -$6.23M | 1.8% | 9 |
|
|
2024
Q4 | $69.9M | Buy |
221,222
+6,710
| +3% | +$2.12M | 1.72% | 9 |
|
|
2024
Q3 | $59M | Sell |
214,512
-4,277
| -2% | -$1.18M | 1.52% | 10 |
|
|
2024
Q2 | $57.4M | Buy |
218,789
+163
| +0.1% | +$42.8K | 1.6% | 9 |
|
|
2024
Q1 | $61M | Buy |
218,626
+7,520
| +4% | +$2.1M | 1.75% | 9 |
|
|
2023
Q4 | $55M | Sell |
211,106
-1,510
| -0.7% | -$393K | 1.76% | 8 |
|
|
2023
Q3 | $48.9M | Sell |
212,616
-1,221
| -0.6% | -$281K | 1.73% | 9 |
|
|
2023
Q2 | $50.8M | Sell |
213,837
-1,128
| -0.5% | -$268K | 1.72% | 9 |
|
|
2023
Q1 | $48.5M | Buy |
214,965
+3,198
| +2% | +$721K | 1.78% | 7 |
|
|
2022
Q4 | $44M | Buy |
211,767
+1,283
| +0.6% | +$267K | 1.74% | 6 |
|
|
2022
Q3 | $37.4M | Buy |
210,484
+1,735
| +0.8% | +$308K | 1.59% | 8 |
|
|
2022
Q2 | $41.1M | Buy |
208,749
+16,229
| +8% | +$3.2M | 1.7% | 8 |
|
|
2022
Q1 | $42.7M | Buy |
192,520
+15,547
| +9% | +$3.45M | 1.55% | 8 |
|
|
2021
Q4 | $38.4M | Buy |
176,973
+6,372
| +4% | +$1.38M | 1.4% | 10 |
|
|
2021
Q3 | $38M | Buy |
170,601
+3,140
| +2% | +$699K | 1.56% | 9 |
|
|
2021
Q2 | $39.2M | Sell |
167,461
-11,394
| -6% | -$2.66M | 1.63% | 10 |
|
|
2021
Q1 | $37.9M | Buy |
178,855
+1,102
| +0.6% | +$233K | 1.69% | 8 |
|
|
2020
Q4 | $38.9M | Buy |
177,753
+2,990
| +2% | +$654K | 1.95% | 5 |
|
|
2020
Q3 | $34.9M | Buy |
174,763
+3,325
| +2% | +$665K | 2.02% | 5 |
|
|
2020
Q2 | $33.1M | Buy |
171,438
+15,010
| +10% | +$2.9M | 2.09% | 5 |
|
|
2020
Q1 | $25.2M | Buy |
156,428
+9,310
| +6% | +$1.5M | 1.94% | 5 |
|
|
2019
Q4 | $27.6M | Sell |
147,118
-3,393
| -2% | -$638K | 1.76% | 7 |
|
|
2019
Q3 | $25.9M | Buy |
150,511
+6,121
| +4% | +$1.05M | 1.8% | 6 |
|
|
2019
Q2 | $25.1M | Buy |
144,390
+1,051
| +0.7% | +$182K | 1.78% | 6 |
|
|
2019
Q1 | $22.4M | Buy |
143,339
+6,370
| +5% | +$995K | 1.65% | 8 |
|
|
2018
Q4 | $18.1M | Buy |
136,969
+743
| +0.5% | +$98K | 1.49% | 10 |
|
|
2018
Q3 | $20.4M | Buy |
136,226
+1,788
| +1% | +$268K | 1.49% | 9 |
|
|
2018
Q2 | $17.8M | Buy |
134,438
+4,077
| +3% | +$540K | 1.4% | 11 |
|
|
2018
Q1 | $15.6M | Buy |
130,361
+9,067
| +7% | +$1.08M | 1.27% | 15 |
|
|
2017
Q4 | $13.8M | Buy |
121,294
+6,762
| +6% | +$771K | 1.18% | 17 |
|
|
2017
Q3 | $12.1M | Buy |
114,532
+1,834
| +2% | +$193K | 1.12% | 19 |
|
|
2017
Q2 | $10.6M | Buy |
112,698
+2,534
| +2% | +$238K | 1.02% | 20 |
|
|
2017
Q1 | $9.79M | Buy |
110,164
+1,358
| +1% | +$121K | 0.98% | 21 |
|
|
2016
Q4 | $8.49M | Buy |
108,806
+6,999
| +7% | +$546K | 0.9% | 25 |
|
|
2016
Q3 | $8.42M | Sell |
101,807
-4,441
| -4% | -$367K | 0.96% | 21 |
|
|
2016
Q2 | $7.88M | Buy |
106,248
+1,041
| +1% | +$77.2K | 0.9% | 26 |
|
|
2016
Q1 | $8.05M | Buy |
105,207
+4,989
| +5% | +$382K | 0.94% | 22 |
|
|
2015
Q4 | $7.77M | Buy |
100,218
+2,883
| +3% | +$224K | 0.91% | 26 |
|
|
2015
Q3 | $6.78M | Buy |
97,335
+1,790
| +2% | +$125K | 0.83% | 31 |
|
|
2015
Q2 | $6.42M | Buy |
95,545
+4,759
| +5% | +$320K | 0.71% | 42 |
|
|
2015
Q1 | $5.94M | Buy |
90,786
+1,602
| +2% | +$105K | 0.66% | 51 |
|
|
2014
Q4 | $5.85M | Buy |
89,184
+2,956
| +3% | +$194K | 0.65% | 50 |
|
|
2014
Q3 | $4.6M | Buy |
86,228
+3,404
| +4% | +$182K | 0.53% | 60 |
|
|
2014
Q2 | $4.36M | Buy |
82,824
+9,136
| +12% | +$481K | 0.49% | 64 |
|
|
2014
Q1 | $3.98M | Buy |
73,688
+768
| +1% | +$41.5K | 0.47% | 66 |
|
|
2013
Q4 | $4.06M | Buy |
72,920
+2,448
| +3% | +$136K | 0.49% | 64 |
|
|
2013
Q3 | $3.37M | Buy |
70,472
+26,504
| +60% | +$1.27M | 0.45% | 69 |
|
|
2013
Q2 | $2.01M | Buy |
+43,968
| New | +$2.01M | 0.29% | 83 |
|