CD
Chapin Davis’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
3,440
-202
| -6% | -$71.7K | 0.34% | 68 |
|
|
2025
Q1 | $1.28M | Sell |
3,642
-28
| -0.8% | -$9.81K | 0.43% | 54 |
|
|
2024
Q4 | $1.01M | Hold |
3,670
| – | – | 0.33% | 71 |
|
|
2024
Q3 | $1.01M | Buy |
3,670
+388
| +12% | +$107K | 0.33% | 72 |
|
|
2024
Q2 | $861K | Buy |
3,282
+1
| +0% | +$262 | 0.29% | 77 |
|
|
2024
Q1 | $916K | Sell |
3,281
-213
| -6% | -$59.4K | 0.33% | 73 |
|
|
2023
Q4 | $910K | Buy |
3,494
+201
| +6% | +$52.3K | 0.38% | 67 |
|
|
2023
Q3 | $758K | Sell |
3,293
-198
| -6% | -$45.5K | 0.36% | 74 |
|
|
2023
Q2 | $829K | Sell |
3,491
-677
| -16% | -$161K | 0.39% | 68 |
|
|
2023
Q1 | $940K | Sell |
4,168
-1,345
| -24% | -$303K | 0.49% | 53 |
|
|
2022
Q4 | $1.15M | Buy |
+5,513
| New | +$1.15M | 0.67% | 38 |
|