3IP
3Chopt Investment Partners’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
4,790
+194
| +4% | +$68.9K | 0.41% | 61 |
|
|
2025
Q1 | $1.61M | Buy |
+4,596
| New | +$1.61M | 0.42% | 62 |
|
|
2024
Q3 | – | Sell |
-3,403
| Closed | -$893K | – | 175 |
|
|
2024
Q2 | $893K | Buy |
+3,403
| New | +$893K | 0.27% | 81 |
|
|
2024
Q1 | – | Sell |
-2,992
| Closed | -$779K | – | 158 |
|
|
2023
Q4 | $779K | Buy |
+2,992
| New | +$779K | 0.29% | 87 |
|
|
2023
Q3 | – | Sell |
-2,291
| Closed | -$544K | – | 133 |
|
|
2023
Q2 | $544K | Buy |
2,291
+18
| +0.8% | +$4.28K | 0.27% | 84 |
|
|
2023
Q1 | $512K | Buy |
2,273
+557
| +32% | +$126K | 0.27% | 84 |
|
|
2022
Q4 | $357K | Buy |
+1,716
| New | +$357K | 0.19% | 101 |
|