Berman Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.93M | Buy |
13,150
+2,201
| +20% | +$490K | 0.46% | 27 |
|
|
2021
Q2 | $2.56M | Buy |
10,949
+2,190
| +25% | +$512K | 0.41% | 29 |
|
|
2021
Q1 | $1.85M | Buy |
8,759
+345
| +4% | +$73K | 0.39% | 32 |
|
|
2020
Q4 | $1.84M | Buy |
8,414
+3,640
| +76% | +$796K | 0.44% | 30 |
|
|
2020
Q3 | $953K | Sell |
4,774
-883
| -16% | -$176K | 0.27% | 48 |
|
|
2020
Q2 | $1.09M | Buy |
5,657
+868
| +18% | +$167K | 0.29% | 45 |
|
|
2020
Q1 | $770K | Buy |
4,789
+252
| +6% | +$40.5K | 0.25% | 50 |
|
|
2019
Q4 | $852K | Buy |
4,537
+566
| +14% | +$106K | 0.25% | 45 |
|
|
2019
Q3 | $682K | Buy |
3,971
+32
| +0.8% | +$5.5K | 0.21% | 54 |
|
|
2019
Q2 | $683K | Sell |
3,939
-1,722
| -30% | -$299K | 0.22% | 52 |
|
|
2019
Q1 | $883K | Sell |
5,661
-192
| -3% | -$29.9K | 0.3% | 39 |
|
|
2018
Q4 | $772K | Buy |
5,853
+1,917
| +49% | +$253K | 0.3% | 37 |
|
|
2018
Q3 | $592K | Buy |
3,936
+502
| +15% | +$75.5K | 0.25% | 49 |
|
|
2018
Q2 | $455K | Sell |
3,434
-53
| -2% | -$7.02K | 0.16% | 64 |
|
|
2018
Q1 | $417K | Buy |
3,487
+1,600
| +85% | +$191K | 0.16% | 61 |
|
|
2017
Q4 | $215K | Buy |
+1,887
| New | +$215K | 0.07% | 99 |
|