Ackerman Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Buy |
3,525
+49
| +1% | +$17.4K | 0.29% | 46 |
|
2025
Q1 | $1.22M | Hold |
3,476
| – | – | 0.32% | 42 |
|
2024
Q4 | $1.1M | Hold |
3,476
| – | – | 0.29% | 43 |
|
2024
Q3 | $956K | Hold |
3,476
| – | – | 0.25% | 47 |
|
2024
Q2 | $912K | Hold |
3,476
| – | – | 0.24% | 49 |
|
2024
Q1 | $970K | Buy |
3,476
+158
| +5% | +$44.1K | 0.27% | 52 |
|
2023
Q4 | $864K | Hold |
3,318
| – | – | 0.24% | 57 |
|
2023
Q3 | $763K | Hold |
3,318
| – | – | 0.21% | 52 |
|
2023
Q2 | $788K | Hold |
3,318
| – | – | 0.2% | 54 |
|
2023
Q1 | $748K | Hold |
3,318
| – | – | 0.19% | 56 |
|
2022
Q4 | $689K | Hold |
3,318
| – | – | 0.19% | 56 |
|
2022
Q3 | $589K | Sell |
3,318
-46
| -1% | -$8.17K | 0.17% | 56 |
|
2022
Q2 | $662K | Hold |
3,364
| – | – | 0.18% | 58 |
|
2022
Q1 | $746K | Hold |
3,364
| – | – | 0.18% | 62 |
|
2021
Q4 | $729K | Hold |
3,364
| – | – | 0.17% | 59 |
|
2021
Q3 | $749K | Hold |
3,364
| – | – | 0.17% | 50 |
|
2021
Q2 | $787K | Hold |
3,364
| – | – | 0.18% | 47 |
|
2021
Q1 | $712K | Hold |
3,364
| – | – | 0.17% | 57 |
|
2020
Q4 | $736K | Hold |
3,364
| – | – | 0.19% | 51 |
|
2020
Q3 | $673K | Hold |
3,364
| – | – | 0.19% | 48 |
|
2020
Q2 | $650K | Hold |
3,364
| – | – | 0.19% | 45 |
|
2020
Q1 | $542K | Sell |
3,364
-962
| -22% | -$155K | 0.21% | 42 |
|
2019
Q4 | $813K | Hold |
4,326
| – | – | 0.24% | 52 |
|
2019
Q3 | $744K | Sell |
4,326
-56
| -1% | -$9.63K | 0.26% | 53 |
|
2019
Q2 | $760 | Hold |
4,382
| – | – | ﹤0.01% | 91 |
|
2019
Q1 | $684 | Hold |
4,382
| – | – | ﹤0.01% | 96 |
|
2018
Q4 | $578 | Buy |
+4,382
| New | +$578 | 0.04% | 97 |
|
2018
Q1 | $500K | Hold |
4,382
| – | – | 0.2% | 47 |
|
2017
Q4 | $461K | Buy |
+4,382
| New | +$461K | 0.2% | 44 |
|
2017
Q2 | $421K | Buy |
+4,492
| New | +$421K | 0.18% | 51 |
|