Cahill Financial 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 | $1.54M | Sell |
4,327
-352
| -8% | -$125K | 0.19% | 85 |
|
|
2025
Q1 | $1.64M | Buy |
4,679
+22
| +0.5% | +$7.71K | 0.22% | 80 |
|
|
2024
Q4 | $1.47M | Buy |
4,657
+595
| +15% | +$188K | 0.2% | 85 |
|
|
2024
Q3 | $1.12M | Buy |
4,062
+190
| +5% | +$52.2K | 0.15% | 105 |
|
|
2024
Q2 | $1.02M | Buy |
3,872
+57
| +1% | +$15K | 0.14% | 120 |
|
|
2024
Q1 | $1.06M | Sell |
3,815
-51
| -1% | -$14.2K | 0.15% | 118 |
|
|
2023
Q4 | $1.01M | Buy |
3,866
+1
| +0% | +$260 | 0.15% | 117 |
|
|
2023
Q3 | $889K | Sell |
3,865
-42
| -1% | -$9.66K | 0.15% | 127 |
|
|
2023
Q2 | $928K | Sell |
3,907
-1,474
| -27% | -$350K | 0.15% | 120 |
|
|
2023
Q1 | $1.21M | Buy |
5,381
+8
| +0.1% | +$1.8K | 0.22% | 106 |
|
|
2022
Q4 | $1.12M | Sell |
5,373
-490
| -8% | -$102K | 0.21% | 112 |
|
|
2022
Q3 | $1.04M | Sell |
5,863
-11
| -0.2% | -$1.96K | 0.22% | 104 |
|
|
2022
Q2 | $1.16M | Sell |
5,874
-72
| -1% | -$14.2K | 0.25% | 91 |
|
|
2022
Q1 | $1.32M | Sell |
5,946
-1,132
| -16% | -$251K | 0.25% | 92 |
|
|
2021
Q4 | $1.53M | Sell |
7,078
-1,468
| -17% | -$318K | 0.3% | 79 |
|
|
2021
Q3 | $1.9M | Sell |
8,546
-48
| -0.6% | -$10.7K | 0.39% | 63 |
|
|
2021
Q2 | $2.01M | Sell |
8,594
-4
| -0% | -$935 | 0.45% | 54 |
|
|
2021
Q1 | $1.82M | Sell |
8,598
-217
| -2% | -$46K | 0.44% | 55 |
|
|
2020
Q4 | $1.93M | Sell |
8,815
-60
| -0.7% | -$13.1K | 0.49% | 48 |
|
|
2020
Q3 | $1.78M | Buy |
8,875
+105
| +1% | +$21K | 0.64% | 42 |
|
|
2020
Q2 | $1.7M | Sell |
8,770
-699
| -7% | -$135K | 0.66% | 42 |
|
|
2020
Q1 | $1.53M | Buy |
9,469
+128
| +1% | +$20.6K | 0.71% | 43 |
|
|
2019
Q4 | $1.76M | Sell |
9,341
-54
| -0.6% | -$10.2K | 0.64% | 48 |
|
|
2019
Q3 | $1.62M | Sell |
9,395
-9
| -0.1% | -$1.55K | 0.63% | 50 |
|
|
2019
Q2 | $1.63M | Buy |
9,404
+233
| +3% | +$40.5K | 0.65% | 45 |
|
|
2019
Q1 | $1.43M | Sell |
9,171
-175
| -2% | -$27.3K | 0.6% | 51 |
|
|
2018
Q4 | $1.23M | Buy |
9,346
+619
| +7% | +$81.7K | 0.62% | 47 |
|
|
2018
Q3 | $1.31M | Hold |
8,727
| – | – | 0.58% | 46 |
|
|
2018
Q2 | $1.16M | Sell |
8,727
-28
| -0.3% | -$3.71K | 0.53% | 53 |
|
|
2018
Q1 | $1.05M | Buy |
8,755
+317
| +4% | +$37.9K | 0.5% | 55 |
|
|
2017
Q4 | $963K | Buy |
8,438
+600
| +8% | +$68.5K | 0.48% | 54 |
|
|
2017
Q3 | $825K | Buy |
7,838
+900
| +13% | +$94.7K | 0.44% | 57 |
|
|
2017
Q2 | $651K | Sell |
6,938
-10
| -0.1% | -$938 | 0.36% | 69 |
|
|
2017
Q1 | $618K | Buy |
6,948
+310
| +5% | +$27.6K | 0.36% | 71 |
|
|
2016
Q4 | $518K | Sell |
6,638
-83
| -1% | -$6.48K | 0.32% | 74 |
|
|
2016
Q3 | $556K | Buy |
6,721
+286
| +4% | +$23.7K | 0.36% | 69 |
|
|
2016
Q2 | $478K | Buy |
6,435
+878
| +16% | +$65.2K | 0.33% | 76 |
|
|
2016
Q1 | $425K | Sell |
5,557
-63
| -1% | -$4.82K | 0.32% | 78 |
|
|
2015
Q4 | $436K | Sell |
5,620
-400
| -7% | -$31K | 0.36% | 71 |
|
|
2015
Q3 | $420K | Sell |
6,020
-260
| -4% | -$18.1K | 0.34% | 75 |
|
|
2015
Q2 | $422K | Buy |
6,280
+20
| +0.3% | +$1.34K | 0.32% | 74 |
|
|
2015
Q1 | $410K | Sell |
6,260
-200
| -3% | -$13.1K | 0.31% | 74 |
|
|
2014
Q4 | $424K | Sell |
6,460
-40
| -0.6% | -$2.63K | 0.33% | 72 |
|
|
2014
Q3 | $347K | Sell |
6,500
-700
| -10% | -$37.4K | 0.28% | 79 |
|
|
2014
Q2 | $380K | Sell |
7,200
-76
| -1% | -$4.01K | 0.3% | 76 |
|
|
2014
Q1 | $393K | Buy |
7,276
+300
| +4% | +$16.2K | 0.34% | 66 |
|
|
2013
Q4 | $389K | Buy |
+6,976
| New | +$389K | 0.34% | 70 |
|