Altman 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 | $2.66M | Sell |
7,486
-223
| -3% | -$79.3K | 1.09% | 28 |
|
|
2025
Q1 | $2.66M | Buy |
7,709
+108
| +1% | +$37.3K | 1.23% | 19 |
|
|
2024
Q4 | $2.4M | Buy |
7,601
+81
| +1% | +$25.6K | 1.02% | 25 |
|
|
2024
Q3 | $2.07M | Buy |
+7,520
| New | +$2.07M | 0.92% | 31 |
|
|
2024
Q2 | – | Sell |
-7,373
| Closed | -$2.05M | – | 96 |
|
|
2024
Q1 | $2.05M | Sell |
7,373
-1,005
| -12% | -$280K | 1% | 27 |
|
|
2023
Q4 | $2.18M | Sell |
8,378
-1,249
| -13% | -$325K | 1.14% | 20 |
|
|
2023
Q3 | $2.21M | Buy |
+9,627
| New | +$2.21M | 1.38% | 13 |
|
|
2023
Q1 | $1.7M | Sell |
9,465
-3,900
| -29% | -$699K | 1.55% | 12 |
|
|
2022
Q4 | $2.97M | Sell |
13,365
-473
| -3% | -$105K | 1.83% | 12 |
|
|
2022
Q3 | $2.46M | Buy |
13,838
+250
| +2% | +$44.4K | 1.55% | 16 |
|
|
2022
Q2 | $2.8M | Sell |
13,588
-2,981
| -18% | -$615K | 1.6% | 16 |
|
|
2022
Q1 | $3.68M | Buy |
16,569
+130
| +0.8% | +$28.8K | 1.9% | 15 |
|
|
2021
Q4 | $3.39M | Buy |
16,439
+1,149
| +8% | +$237K | 2.07% | 9 |
|
|
2021
Q3 | $3.24M | Buy |
15,290
+149
| +1% | +$31.6K | 1.79% | 16 |
|
|
2021
Q2 | $3.63M | Buy |
15,141
+724
| +5% | +$174K | 2.05% | 8 |
|
|
2021
Q1 | $3.05M | Sell |
14,417
-2,114
| -13% | -$447K | 1.97% | 9 |
|
|
2020
Q4 | $3.62M | Sell |
16,531
-382
| -2% | -$83.6K | 2.27% | 8 |
|
|
2020
Q3 | $3.38M | Buy |
16,913
+294
| +2% | +$58.8K | 2.4% | 8 |
|
|
2020
Q2 | $3.21M | Sell |
16,619
-93
| -0.6% | -$18K | 2.73% | 5 |
|
|
2020
Q1 | $2.69M | Sell |
16,712
-1,024
| -6% | -$165K | 2.5% | 4 |
|
|
2019
Q4 | $3.33M | Sell |
17,736
-383
| -2% | -$72K | 2.66% | 4 |
|
|
2019
Q3 | $3.12M | Sell |
18,119
-217
| -1% | -$37.3K | 2.64% | 4 |
|
|
2019
Q2 | $3.18M | Buy |
18,336
+559
| +3% | +$97K | 2.67% | 3 |
|
|
2019
Q1 | $2.78M | Sell |
17,777
-665
| -4% | -$104K | 2.56% | 4 |
|
|
2018
Q4 | $2.43M | Buy |
18,442
+85
| +0.5% | +$11.2K | 2.67% | 8 |
|
|
2018
Q3 | $2.76M | Buy |
+18,357
| New | +$2.76M | 2.48% | 8 |
|
|
2018
Q2 | – | Sell |
-19,291
| Closed | -$2.31M | – | 100 |
|
|
2018
Q1 | $2.31M | Buy |
19,291
+5
| +0% | +$598 | 2.21% | 12 |
|
|
2017
Q4 | $2.2M | Buy |
+19,286
| New | +$2.2M | 1.91% | 19 |
|