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Charles D. Hyman’s Visa V Stock Holding History

Charles D. Hyman’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$4.3M Hold
16,367
– – 0.24% 64
2024
Q1 		$4.57M Sell
16,367
-45
-0.3% -$12.6K 0.25% 64
2023
Q4 		$4.27M Buy
16,412
+16
+0.1% +$4.17K 0.26% 66
2023
Q3 		$3.77M Buy
16,396
+42
+0.3% +$9.66K 0.25% 68
2023
Q2 		$3.88M Hold
16,354
– – 0.24% 68
2023
Q1 		$3.69M Sell
16,354
-85
-0.5% -$19.2K 0.25% 72
2022
Q4 		$3.42M Sell
16,439
-58
-0.4% -$12K 0.23% 70
2022
Q3 		$2.93M Buy
16,497
+358
+2% +$63.6K 0.23% 72
2022
Q2 		$3.18M Hold
16,139
– – 0.23% 71
2022
Q1 		$3.58M Buy
16,139
+200
+1% +$44.4K 0.23% 72
2021
Q4 		$3.45M Buy
15,939
+278
+2% +$60.2K 0.22% 74
2021
Q3 		$3.49M Buy
15,661
+113
+0.7% +$25.2K 0.24% 71
2021
Q2 		$3.64M Sell
15,548
-100
-0.6% -$23.4K 0.25% 71
2021
Q1 		$3.31M Hold
15,648
– – 0.24% 73
2020
Q4 		$3.42M Sell
15,648
-160
-1% -$35K 0.27% 69
2020
Q3 		$3.16M Sell
15,808
-400
-2% -$80K 0.28% 68
2020
Q2 		$3.13M Buy
16,208
+5,385
+50% +$1.04M 0.3% 64
2020
Q1 		$1.74M Buy
10,823
+27
+0.3% +$4.35K 0.22% 71
2019
Q4 		$2.03M Buy
10,796
+196
+2% +$36.8K 0.2% 76
2019
Q3 		$1.82M Hold
10,600
– – 0.19% 76
2019
Q2 		$1.84M Buy
10,600
+50
+0.5% +$8.68K 0.19% 77
2019
Q1 		$1.65M Hold
10,550
– – 0.17% 86
2018
Q4 		$1.39M Hold
10,550
– – 0.17% 85
2018
Q3 		$1.58M Sell
10,550
-100
-0.9% -$15K 0.16% 84
2018
Q2 		$1.41M Hold
10,650
– – 0.16% 84
2018
Q1 		$1.27M Buy
10,650
+303
+3% +$36.2K 0.15% 85
2017
Q4 		$1.18M Hold
10,347
– – 0.14% 89
2017
Q3 		$1.09M Buy
10,347
+197
+2% +$20.7K 0.14% 87
2017
Q2 		$952K Buy
10,150
+1,000
+11% +$93.8K 0.12% 86
2017
Q1 		$813K Buy
9,150
+1,000
+12% +$88.9K 0.11% 93
2016
Q4 		$636K Hold
8,150
– – 0.09% 99
2016
Q3 		$674K Sell
8,150
-81
-1% -$6.7K 0.1% 94
2016
Q2 		$610K Buy
8,231
+81
+1% +$6K 0.09% 101
2016
Q1 		$623K Buy
8,150
+150
+2% +$11.5K 0.1% 96
2015
Q4 		$620K Hold
8,000
– – 0.1% 99
2015
Q3 		$557K Hold
8,000
– – 0.1% 102
2015
Q2 		$537K Hold
8,000
– – 0.09% 107
2015
Q1 		$523K Buy
8,000
+5,850
+272% +$382K 0.08% 105
2014
Q4 		$564K Hold
2,150
– – 0.09% 103
2014
Q3 		$459K Hold
2,150
– – 0.08% 108
2014
Q2 		$453K Hold
2,150
– – 0.08% 111
2014
Q1 		$464K Buy
2,150
+100
+5% +$21.6K 0.08% 106
2013
Q4 		$456K Sell
2,050
-50
-2% -$11.1K 0.08% 106
2013
Q3 		$401K Hold
2,100
– – 0.08% 107
2013
Q2 		$384K Buy
+2,100
New +$384K 0.08% 110