AMCA
Arthur M. Cohen & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
9,298
+90
| +1% | +$32K | 0.58% | 30 |
|
|
2025
Q1 | $3.23M | Buy |
9,208
+110
| +1% | +$38.6K | 0.62% | 31 |
|
|
2024
Q4 | $2.88M | Buy |
9,098
+75
| +0.8% | +$23.7K | 0.51% | 33 |
|
|
2024
Q3 | $2.5M | Buy |
9,023
+1,105
| +14% | +$307K | 0.45% | 34 |
|
|
2024
Q2 | $2.08M | Buy |
7,918
+455
| +6% | +$119K | 0.38% | 36 |
|
|
2024
Q1 | $2.08M | Buy |
7,463
+482
| +7% | +$135K | 0.44% | 36 |
|
|
2023
Q4 | $1.82M | Buy |
6,981
+819
| +13% | +$213K | 0.43% | 37 |
|
|
2023
Q3 | $1.42M | Buy |
6,162
+745
| +14% | +$171K | 0.36% | 43 |
|
|
2023
Q2 | $1.29M | Buy |
5,417
+100
| +2% | +$23.7K | 0.32% | 47 |
|
|
2023
Q1 | $1.2M | Buy |
5,317
+306
| +6% | +$69K | 0.32% | 50 |
|
|
2022
Q4 | $1.04M | Sell |
5,011
-1
| -0% | -$208 | 0.28% | 54 |
|
|
2022
Q3 | $891K | Buy |
5,012
+1,413
| +39% | +$251K | 0.24% | 57 |
|
|
2022
Q2 | $709K | Buy |
3,599
+160
| +5% | +$31.5K | 0.18% | 68 |
|
|
2022
Q1 | $763K | Sell |
3,439
-250
| -7% | -$55.5K | 0.16% | 73 |
|
|
2021
Q4 | $834K | Sell |
3,689
-160
| -4% | -$36.2K | 0.15% | 76 |
|
|
2021
Q3 | $858K | Hold |
3,849
| – | – | 0.17% | 71 |
|
|
2021
Q2 | $890K | Buy |
+3,849
| New | +$890K | 0.17% | 73 |
|
|
2021
Q1 | – | Sell |
-3,744
| Closed | -$819K | – | 143 |
|
|
2020
Q4 | $819K | Buy |
3,744
+50
| +1% | +$10.9K | 0.19% | 70 |
|
|
2020
Q3 | $739K | Sell |
3,694
-390
| -10% | -$78K | 0.19% | 66 |
|
|
2020
Q2 | $789K | Buy |
4,084
+550
| +16% | +$106K | 0.24% | 62 |
|
|
2020
Q1 | $526K | Buy |
3,534
+540
| +18% | +$80.4K | 0.21% | 59 |
|
|
2019
Q4 | $563K | Buy |
2,994
+115
| +4% | +$21.6K | 0.17% | 69 |
|
|
2019
Q3 | $495 | Buy |
2,879
+600
| +26% | +$103 | 0.14% | 75 |
|
|
2019
Q2 | $396K | Buy |
2,279
+125
| +6% | +$21.7K | 0.14% | 85 |
|
|
2019
Q1 | $336K | Hold |
2,154
| – | – | 0.12% | 90 |
|
|
2018
Q4 | $284 | Buy |
2,154
+80
| +4% | +$11 | 0.09% | 94 |
|
|
2018
Q3 | $311 | Hold |
2,074
| – | – | 0.09% | 99 |
|
|
2018
Q2 | $275K | Buy |
2,074
+14
| +0.7% | +$1.86K | 0.1% | 94 |
|
|
2018
Q1 | $243K | Sell |
2,060
-94
| -4% | -$11.1K | 0.09% | 98 |
|
|
2017
Q4 | $284 | Buy |
+2,154
| New | +$284 | 0.08% | 94 |
|