Cambridge 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 | $1.46M | Sell |
4,116
-715
| -15% | -$254K | 0.31% | 53 |
|
|
2025
Q1 | $1.69M | Sell |
4,831
-24
| -0.5% | -$8.41K | 0.37% | 44 |
|
|
2024
Q4 | $1.53M | Buy |
4,855
+87
| +2% | +$27.5K | 0.34% | 49 |
|
|
2024
Q3 | $1.31M | Buy |
4,768
+126
| +3% | +$34.6K | 0.29% | 57 |
|
|
2024
Q2 | $1.22M | Sell |
4,642
-49
| -1% | -$12.9K | 0.28% | 60 |
|
|
2024
Q1 | $1.31M | Sell |
4,691
-500
| -10% | -$140K | 0.31% | 55 |
|
|
2023
Q4 | $1.35M | Buy |
5,191
+1
| +0% | +$260 | 0.34% | 48 |
|
|
2023
Q3 | $1.19M | Buy |
5,190
+1
| +0% | +$230 | 0.32% | 50 |
|
|
2023
Q2 | $1.23M | Buy |
5,189
+1
| +0% | +$237 | 0.32% | 53 |
|
|
2023
Q1 | $1.17M | Sell |
5,188
-99
| -2% | -$22.3K | 0.3% | 57 |
|
|
2022
Q4 | $1.1M | Hold |
5,287
| – | – | 0.29% | 59 |
|
|
2022
Q3 | $939K | Sell |
5,287
-749
| -12% | -$133K | 0.27% | 63 |
|
|
2022
Q2 | $1.19M | Sell |
6,036
-99
| -2% | -$19.5K | 0.32% | 51 |
|
|
2022
Q1 | $1.36M | Buy |
6,135
+1
| +0% | +$222 | 0.32% | 51 |
|
|
2021
Q4 | $1.33M | Buy |
6,134
+82
| +1% | +$17.8K | 0.3% | 58 |
|
|
2021
Q3 | $1.35M | Buy |
6,052
+1
| +0% | +$223 | 0.33% | 53 |
|
|
2021
Q2 | $1.42M | Sell |
6,051
-99
| -2% | -$23.2K | 0.34% | 48 |
|
|
2021
Q1 | $1.3M | Hold |
6,150
| – | – | 0.33% | 49 |
|
|
2020
Q4 | $1.35M | Sell |
6,150
-99
| -2% | -$21.7K | 0.36% | 48 |
|
|
2020
Q3 | $1.25M | Hold |
6,249
| – | – | 0.37% | 45 |
|
|
2020
Q2 | $1.21M | Buy |
6,249
+8
| +0.1% | +$1.55K | 0.38% | 46 |
|
|
2020
Q1 | $1.01M | Buy |
6,241
+545
| +10% | +$87.9K | 0.37% | 50 |
|
|
2019
Q4 | $1.07M | Sell |
5,696
-49
| -0.9% | -$9.21K | 0.33% | 56 |
|
|
2019
Q3 | $988K | Buy |
5,745
+1
| +0% | +$172 | 0.33% | 50 |
|
|
2019
Q2 | $997K | Sell |
5,744
-50
| -0.9% | -$8.68K | 0.33% | 52 |
|
|
2019
Q1 | $905K | Sell |
5,794
-349
| -6% | -$54.5K | 0.31% | 58 |
|
|
2018
Q4 | $810K | Sell |
6,143
-34
| -0.6% | -$4.48K | 0.3% | 60 |
|
|
2018
Q3 | $927K | Buy |
6,177
+38
| +0.6% | +$5.7K | 0.31% | 56 |
|
|
2018
Q2 | $813K | Buy |
6,139
+1
| +0% | +$132 | 0.29% | 65 |
|
|
2018
Q1 | $734K | Buy |
6,138
+401
| +7% | +$48K | 0.26% | 71 |
|
|
2017
Q4 | $654K | Hold |
5,737
| – | – | 0.24% | 74 |
|
|
2017
Q3 | $604K | Buy |
5,737
+150
| +3% | +$15.8K | 0.23% | 72 |
|
|
2017
Q2 | $524K | Buy |
+5,587
| New | +$524K | 0.21% | 75 |
|