Caerus Investment 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 | $456K | Hold |
1,284
| – | – | 0.43% | 22 |
|
|
2025
Q1 | $450K | Hold |
1,284
| – | – | 0.43% | 22 |
|
|
2024
Q4 | $406K | Hold |
1,284
| – | – | 0.38% | 22 |
|
|
2024
Q3 | $353K | Hold |
1,284
| – | – | 0.33% | 23 |
|
|
2024
Q2 | $337K | Hold |
1,284
| – | – | 0.33% | 23 |
|
|
2024
Q1 | $358K | Hold |
1,284
| – | – | 0.35% | 26 |
|
|
2023
Q4 | $334K | Sell |
1,284
-6
| -0.5% | -$1.56K | 0.32% | 28 |
|
|
2023
Q3 | $297K | Hold |
1,290
| – | – | 0.31% | 27 |
|
|
2023
Q2 | $306K | Hold |
1,290
| – | – | 0.35% | 29 |
|
|
2023
Q1 | $291K | Sell |
1,290
-1,000
| -44% | -$225K | 0.34% | 38 |
|
|
2022
Q4 | $476K | Buy |
2,290
+1,000
| +78% | +$208K | 0.72% | 21 |
|
|
2022
Q3 | $229K | Sell |
1,290
-500
| -28% | -$88.8K | 0.29% | 48 |
|
|
2022
Q2 | $352K | Buy |
1,790
+500
| +39% | +$98.3K | 0.43% | 42 |
|
|
2022
Q1 | $249K | Buy |
1,290
+2
| +0.2% | +$386 | 0.3% | 50 |
|
|
2021
Q4 | $279K | Buy |
+1,288
| New | +$279K | 0.3% | 45 |
|