Checchi Capital Advisers’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Sell |
16,115
-103
| -0.6% | -$36.6K | 0.32% | 64 |
|
|
2025
Q1 | $5.68M | Buy |
16,218
+396
| +3% | +$139K | 0.3% | 59 |
|
|
2024
Q4 | $5M | Buy |
15,822
+250
| +2% | +$79K | 0.29% | 66 |
|
|
2024
Q3 | $4.28M | Sell |
15,572
-768
| -5% | -$211K | 0.24% | 71 |
|
|
2024
Q2 | $4.29M | Buy |
16,340
+185
| +1% | +$48.6K | 0.21% | 66 |
|
|
2024
Q1 | $4.51M | Buy |
16,155
+181
| +1% | +$50.5K | 0.35% | 68 |
|
|
2023
Q4 | $4.16M | Buy |
15,974
+211
| +1% | +$54.9K | 0.34% | 69 |
|
|
2023
Q3 | $3.63M | Sell |
15,763
-1,034
| -6% | -$238K | 0.34% | 70 |
|
|
2023
Q2 | $3.99M | Buy |
16,797
+559
| +3% | +$133K | 0.36% | 68 |
|
|
2023
Q1 | $3.66M | Buy |
16,238
+418
| +3% | +$94.2K | 0.35% | 65 |
|
|
2022
Q4 | $3.29M | Sell |
15,820
-1,532
| -9% | -$318K | 0.34% | 69 |
|
|
2022
Q3 | $3.08M | Sell |
17,352
-127
| -0.7% | -$22.6K | 0.29% | 78 |
|
|
2022
Q2 | $3.71M | Buy |
17,479
+1,219
| +7% | +$259K | 0.32% | 62 |
|
|
2022
Q1 | $3.61M | Buy |
16,260
+589
| +4% | +$131K | 0.31% | 60 |
|
|
2021
Q4 | $3.4M | Buy |
15,671
+38
| +0.2% | +$8.24K | 0.3% | 62 |
|
|
2021
Q3 | $3.48M | Sell |
15,633
-938
| -6% | -$209K | 0.35% | 56 |
|
|
2021
Q2 | $3.88M | Sell |
16,571
-200
| -1% | -$46.8K | 0.38% | 49 |
|
|
2021
Q1 | $3.55M | Sell |
16,771
-222
| -1% | -$47K | 0.35% | 48 |
|
|
2020
Q4 | $3.72M | Sell |
16,993
-832
| -5% | -$182K | 0.38% | 43 |
|
|
2020
Q3 | $3.56M | Sell |
17,825
-865
| -5% | -$173K | 0.4% | 35 |
|
|
2020
Q2 | $3.61M | Buy |
18,690
+1,066
| +6% | +$206K | 0.43% | 28 |
|
|
2020
Q1 | $2.84M | Sell |
17,624
-1,676
| -9% | -$270K | 0.27% | 36 |
|
|
2019
Q4 | $3.63M | Buy |
19,300
+1,999
| +12% | +$376K | 0.49% | 26 |
|
|
2019
Q3 | $2.98M | Sell |
17,301
-1,709
| -9% | -$294K | 0.39% | 29 |
|
|
2019
Q2 | $3.3M | Buy |
19,010
+1,847
| +11% | +$321K | 0.42% | 28 |
|
|
2019
Q1 | $2.68M | Sell |
17,163
-1,261
| -7% | -$197K | 0.31% | 37 |
|
|
2018
Q4 | $2.43M | Sell |
18,424
-3,374
| -15% | -$445K | 0.31% | 37 |
|
|
2018
Q3 | $3.27M | Buy |
21,798
+353
| +2% | +$53K | 0.38% | 29 |
|
|
2018
Q2 | $2.84M | Buy |
21,445
+285
| +1% | +$37.7K | 0.36% | 27 |
|
|
2018
Q1 | $2.53M | Sell |
21,160
-667
| -3% | -$79.8K | 0.33% | 32 |
|
|
2017
Q4 | $2.49M | Buy |
21,827
+5,059
| +30% | +$577K | 0.33% | 34 |
|
|
2017
Q3 | $1.77M | Sell |
16,768
-639
| -4% | -$67.3K | 0.18% | 57 |
|
|
2017
Q2 | $1.63M | Sell |
17,407
-2,387
| -12% | -$224K | 0.18% | 57 |
|
|
2017
Q1 | $1.76M | Buy |
19,794
+1,408
| +8% | +$125K | 0.2% | 56 |
|
|
2016
Q4 | $1.43M | Buy |
18,386
+956
| +5% | +$74.6K | 0.19% | 63 |
|
|
2016
Q3 | $1.44M | Buy |
17,430
+1,991
| +13% | +$165K | 0.16% | 60 |
|
|
2016
Q2 | $1.15M | Buy |
15,439
+404
| +3% | +$30K | 0.13% | 68 |
|
|
2016
Q1 | $1.15M | Sell |
15,035
-1,407
| -9% | -$108K | 0.26% | 70 |
|
|
2015
Q4 | $1.28M | Buy |
16,442
+3,682
| +29% | +$286K | 0.32% | 61 |
|
|
2015
Q3 | $889K | Sell |
12,760
-105
| -0.8% | -$7.32K | 0.24% | 74 |
|
|
2015
Q2 | $864K | Sell |
12,865
-1,940
| -13% | -$130K | 0.23% | 81 |
|
|
2015
Q1 | $968K | Buy |
14,805
+2,037
| +16% | +$133K | 0.29% | 71 |
|
|
2014
Q4 | $837K | Buy |
12,768
+992
| +8% | +$65K | 0.31% | 71 |
|
|
2014
Q3 | $628K | Buy |
11,776
+3,528
| +43% | +$188K | 0.26% | 85 |
|
|
2014
Q2 | $434K | Buy |
8,248
+316
| +4% | +$16.6K | 0.2% | 97 |
|
|
2014
Q1 | $428K | Buy |
7,932
+1,492
| +23% | +$80.5K | 0.26% | 80 |
|
|
2013
Q4 | $359K | Buy |
+6,440
| New | +$359K | 0.28% | 75 |
|