YIA
YHB Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Sell |
82,257
-650
| -0.8% | -$231K | 2.25% | 7 |
|
|
2025
Q1 | $29.1M | Sell |
82,907
-1,721
| -2% | -$603K | 2.43% | 6 |
|
|
2024
Q4 | $26.7M | Sell |
84,628
-237
| -0.3% | -$74.9K | 2.2% | 10 |
|
|
2024
Q3 | $23.3M | Buy |
84,865
+39
| +0% | +$10.7K | 1.93% | 12 |
|
|
2024
Q2 | $22.3M | Sell |
84,826
-374
| -0.4% | -$98.2K | 1.92% | 11 |
|
|
2024
Q1 | $23.8M | Sell |
85,200
-667
| -0.8% | -$186K | 2.11% | 9 |
|
|
2023
Q4 | $22.4M | Sell |
85,867
-98,952
| -54% | -$25.8M | 2.16% | 9 |
|
|
2023
Q3 | $43.2M | Buy |
184,819
+92,205
| +100% | +$21.6M | 3.99% | 3 |
|
|
2023
Q2 | $22M | Sell |
92,614
-952
| -1% | -$226K | 2.05% | 8 |
|
|
2023
Q1 | $21.1M | Buy |
93,566
+688
| +0.7% | +$155K | 2.12% | 8 |
|
|
2022
Q4 | $19.3M | Sell |
92,878
-726
| -0.8% | -$151K | 2.06% | 8 |
|
|
2022
Q3 | $16.6M | Sell |
93,604
-54
| -0.1% | -$9.59K | 1.85% | 11 |
|
|
2022
Q2 | $18.4M | Sell |
93,658
-458
| -0.5% | -$90.2K | 1.94% | 10 |
|
|
2022
Q1 | $20.9M | Sell |
94,116
-2,049
| -2% | -$454K | 1.84% | 10 |
|
|
2021
Q4 | $20.8M | Buy |
96,165
+5,602
| +6% | +$1.21M | 1.65% | 11 |
|
|
2021
Q3 | $20.2M | Buy |
90,563
+475
| +0.5% | +$106K | 1.74% | 11 |
|
|
2021
Q2 | $21.1M | Buy |
90,088
+146
| +0.2% | +$34.1K | 1.79% | 10 |
|
|
2021
Q1 | $20.4M | Buy |
89,942
+1,468
| +2% | +$332K | 1.76% | 11 |
|
|
2020
Q4 | $19.4M | Buy |
88,474
+68
| +0.1% | +$14.9K | 1.84% | 10 |
|
|
2020
Q3 | $17.7M | Sell |
88,406
-8,882
| -9% | -$1.78M | 1.92% | 9 |
|
|
2020
Q2 | $18.8M | Buy |
97,288
+1,305
| +1% | +$252K | 2.71% | 6 |
|
|
2020
Q1 | $15.5M | Sell |
95,983
-386
| -0.4% | -$62.2K | 2.67% | 7 |
|
|
2019
Q4 | $18.1M | Sell |
96,369
-592
| -0.6% | -$111K | 2.58% | 5 |
|
|
2019
Q3 | $16.7M | Buy |
96,961
+3,807
| +4% | +$655K | 2.54% | 6 |
|
|
2019
Q2 | $16.2M | Sell |
93,154
-2,341
| -2% | -$406K | 2.57% | 5 |
|
|
2019
Q1 | $14.9M | Sell |
95,495
-1,142
| -1% | -$178K | 2.34% | 6 |
|
|
2018
Q4 | $12.8M | Buy |
96,637
+7,249
| +8% | +$956K | 2.28% | 6 |
|
|
2018
Q3 | $13.4M | Buy |
89,388
+480
| +0.5% | +$72K | 2.03% | 8 |
|
|
2018
Q2 | $11.8M | Buy |
88,908
+894
| +1% | +$118K | 1.93% | 9 |
|
|
2018
Q1 | $10.5M | Buy |
88,014
+1,005
| +1% | +$120K | 1.79% | 12 |
|
|
2017
Q4 | $9.92M | Buy |
87,009
+87
| +0.1% | +$9.92K | 1.69% | 13 |
|
|
2017
Q3 | $9.15M | Sell |
86,922
-11,073
| -11% | -$1.17M | 1.64% | 15 |
|
|
2017
Q2 | $9.19M | Buy |
97,995
+9,631
| +11% | +$903K | 1.58% | 18 |
|
|
2017
Q1 | $8.06M | Buy |
88,364
+839
| +1% | +$76.5K | 1.55% | 17 |
|
|
2016
Q4 | $6.83M | Buy |
87,525
+5,434
| +7% | +$424K | 1.42% | 20 |
|
|
2016
Q3 | $6.79M | Sell |
82,091
-5,434
| -6% | -$449K | 1.64% | 18 |
|
|
2016
Q2 | $6.49M | Buy |
87,525
+4,585
| +6% | +$340K | 1.43% | 20 |
|
|
2016
Q1 | $6.34M | Buy |
82,940
+855
| +1% | +$65.4K | 1.71% | 20 |
|
|
2015
Q4 | $6.37M | Buy |
82,085
+8,810
| +12% | +$683K | 1.44% | 23 |
|
|
2015
Q3 | $5.1M | Buy |
73,275
+4,725
| +7% | +$329K | 1.21% | 26 |
|
|
2015
Q2 | $4.6M | Buy |
68,550
+7,475
| +12% | +$502K | 1% | 29 |
|
|
2015
Q1 | $4M | Buy |
61,075
+46,550
| +320% | +$3.04M | 0.9% | 35 |
|
|
2014
Q4 | $3.81M | Buy |
14,525
+265
| +2% | +$69.5K | 0.87% | 34 |
|
|
2014
Q3 | $3.04M | Buy |
14,260
+408
| +3% | +$87.1K | 0.73% | 54 |
|
|
2014
Q2 | $2.92M | Buy |
13,852
+646
| +5% | +$136K | 0.7% | 55 |
|
|
2014
Q1 | $2.85M | Buy |
13,206
+361
| +3% | +$77.9K | 0.72% | 51 |
|
|
2013
Q4 | $2.86M | Buy |
12,845
+402
| +3% | +$89.5K | 0.77% | 50 |
|
|
2013
Q3 | $2.38M | Buy |
12,443
+95
| +0.8% | +$18.2K | 0.7% | 51 |
|
|
2013
Q2 | $2.26M | Buy |
+12,348
| New | +$2.26M | 0.7% | 51 |
|