WIA
World Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8M | Buy |
106,598
+2,551
| +2% | +$906K | 0.86% | 19 |
|
|
2025
Q1 | $36.5M | Buy |
104,047
+5,158
| +5% | +$1.81M | 0.95% | 13 |
|
|
2024
Q4 | $31.3M | Buy |
98,889
+7,012
| +8% | +$2.22M | 0.86% | 19 |
|
|
2024
Q3 | $25.3M | Buy |
91,877
+64,898
| +241% | +$17.8M | 0.79% | 18 |
|
|
2024
Q2 | $7.08M | Buy |
26,979
+19,963
| +285% | +$5.24M | 0.44% | 48 |
|
|
2024
Q1 | $4.8M | Sell |
7,016
-12,476
| -64% | -$8.53M | 0.69% | 32 |
|
|
2023
Q4 | $5.07M | Buy |
19,492
+17,587
| +923% | +$4.58M | 0.66% | 29 |
|
|
2023
Q3 | $438K | Sell |
1,905
-10
| -0.5% | -$2.3K | 0.09% | 155 |
|
|
2023
Q2 | $455K | Buy |
1,915
+328
| +21% | +$77.9K | 0.09% | 145 |
|
|
2023
Q1 | $358K | Sell |
1,587
-133
| -8% | -$30K | 0.07% | 162 |
|
|
2022
Q4 | $357K | Sell |
1,720
-216
| -11% | -$44.9K | 0.08% | 158 |
|
|
2022
Q3 | $344K | Sell |
1,936
-20
| -1% | -$3.55K | 0.08% | 169 |
|
|
2022
Q2 | $408K | Sell |
1,956
-164
| -8% | -$34.2K | 0.09% | 169 |
|
|
2022
Q1 | $470K | Buy |
2,120
+9
| +0.4% | +$2K | 0.1% | 149 |
|
|
2021
Q4 | $477K | Buy |
2,111
+211
| +11% | +$47.7K | 0.1% | 150 |
|
|
2021
Q3 | $423K | Buy |
1,900
+19
| +1% | +$4.23K | 0.1% | 146 |
|
|
2021
Q2 | $440K | Buy |
1,881
+195
| +12% | +$45.6K | 0.1% | 142 |
|
|
2021
Q1 | $378K | Buy |
1,686
+225
| +15% | +$50.4K | 0.09% | 151 |
|
|
2020
Q4 | $307K | Sell |
1,461
-142
| -9% | -$29.8K | 0.08% | 159 |
|
|
2020
Q3 | $321K | Buy |
1,603
+19
| +1% | +$3.81K | 0.11% | 116 |
|
|
2020
Q2 | $315K | Sell |
1,584
-255
| -14% | -$50.7K | 0.11% | 116 |
|
|
2020
Q1 | $296K | Buy |
1,839
+376
| +26% | +$60.5K | 0.14% | 96 |
|
|
2019
Q4 | $275K | Sell |
1,463
-103
| -7% | -$19.4K | 0.11% | 116 |
|
|
2019
Q3 | $269K | Sell |
1,566
-88
| -5% | -$15.1K | 0.12% | 109 |
|
|
2019
Q2 | $293K | Sell |
1,654
-62
| -4% | -$11K | 0.13% | 95 |
|
|
2019
Q1 | $268K | Sell |
1,716
-3,425
| -67% | -$535K | 0.12% | 94 |
|
|
2018
Q4 | $730K | Buy |
+5,141
| New | +$730K | 0.33% | 47 |
|