CIM
Chapman Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
28,635
-43
| -0.1% | -$15.3K | 7.1% | 6 |
|
|
2025
Q1 | $10.1M | Buy |
28,678
+556
| +2% | +$195K | 7.5% | 4 |
|
|
2024
Q4 | $8.89M | Sell |
28,122
-50
| -0.2% | -$15.8K | 6.61% | 6 |
|
|
2024
Q3 | $7.75M | Buy |
28,172
+31
| +0.1% | +$8.53K | 5.66% | 8 |
|
|
2024
Q2 | $7.39M | Sell |
28,141
-883
| -3% | -$232K | 5.62% | 7 |
|
|
2024
Q1 | $8.1M | Sell |
29,024
-305
| -1% | -$85.1K | 5.97% | 5 |
|
|
2023
Q4 | $7.64M | Sell |
29,329
-224
| -0.8% | -$58.3K | 5.82% | 6 |
|
|
2023
Q3 | $6.8M | Sell |
29,553
-91
| -0.3% | -$20.9K | 5.75% | 6 |
|
|
2023
Q2 | $7.04M | Sell |
29,644
-1,430
| -5% | -$340K | 5.58% | 5 |
|
|
2023
Q1 | $7.01M | Sell |
31,074
-1,071
| -3% | -$241K | 5.76% | 6 |
|
|
2022
Q4 | $6.68M | Sell |
32,145
-5,092
| -14% | -$1.06M | 6.09% | 5 |
|
|
2022
Q3 | $6.62M | Sell |
37,237
-6,320
| -15% | -$1.12M | 4.84% | 7 |
|
|
2022
Q2 | $8.58M | Sell |
43,557
-1,150
| -3% | -$226K | 5.93% | 6 |
|
|
2022
Q1 | $9.92M | Sell |
44,707
-262
| -0.6% | -$58.1K | 5.28% | 6 |
|
|
2021
Q4 | $9.75M | Buy |
44,969
+2,714
| +6% | +$588K | 4.46% | 7 |
|
|
2021
Q3 | $9.41M | Buy |
42,255
+2,873
| +7% | +$640K | 4.88% | 6 |
|
|
2021
Q2 | $9.21M | Buy |
39,382
+485
| +1% | +$113K | 5.11% | 5 |
|
|
2021
Q1 | $8.24M | Sell |
38,897
-120
| -0.3% | -$25.4K | 5.19% | 4 |
|
|
2020
Q4 | $8.53M | Buy |
39,017
+1,156
| +3% | +$253K | 5.55% | 4 |
|
|
2020
Q3 | $7.57M | Buy |
37,861
+561
| +2% | +$112K | 5.59% | 4 |
|
|
2020
Q2 | $7.21M | Buy |
37,300
+154
| +0.4% | +$29.7K | 5.9% | 4 |
|
|
2020
Q1 | $5.99M | Sell |
37,146
-1,946
| -5% | -$314K | 6.41% | 3 |
|
|
2019
Q4 | $7.35M | Buy |
+39,092
| New | +$7.35M | 6.71% | 2 |
|