CPA
Capital Performance Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
4,341
-229
| -5% | -$81.3K | 0.3% | 48 |
|
|
2025
Q1 | $1.6M | Buy |
4,570
+2,463
| +117% | +$863K | 0.35% | 43 |
|
|
2024
Q4 | $666K | Buy |
2,107
+137
| +7% | +$43.3K | 0.21% | 48 |
|
|
2024
Q3 | $542K | Buy |
1,970
+811
| +70% | +$223K | 0.16% | 46 |
|
|
2024
Q2 | $304K | Buy |
1,159
+18
| +2% | +$4.73K | 0.12% | 65 |
|
|
2024
Q1 | $318K | Buy |
1,141
+89
| +8% | +$24.8K | 0.12% | 59 |
|
|
2023
Q4 | $274K | Buy |
+1,052
| New | +$274K | 0.12% | 56 |
|