CFG
Cooper Financial Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Buy |
13,947
+3,140
| +29% | +$1.11M | 0.58% | 36 |
|
|
2025
Q1 | $3.79M | Buy |
10,807
+1,489
| +16% | +$522K | 0.5% | 41 |
|
|
2024
Q4 | $2.94M | Buy |
9,318
+560
| +6% | +$177K | 0.35% | 52 |
|
|
2024
Q3 | $2.41M | Buy |
8,758
+87
| +1% | +$23.9K | 0.31% | 63 |
|
|
2024
Q2 | $2.28M | Buy |
8,671
+154
| +2% | +$40.4K | 0.33% | 56 |
|
|
2024
Q1 | $2.38M | Buy |
8,517
+591
| +7% | +$165K | 0.39% | 43 |
|
|
2023
Q4 | $2.06M | Buy |
7,926
+476
| +6% | +$124K | 0.38% | 47 |
|
|
2023
Q3 | $1.71M | Buy |
7,450
+433
| +6% | +$99.6K | 0.41% | 51 |
|
|
2023
Q2 | $1.67M | Buy |
7,017
+456
| +7% | +$108K | 0.41% | 53 |
|
|
2023
Q1 | $1.48M | Buy |
6,561
+31
| +0.5% | +$6.99K | 0.4% | 58 |
|
|
2022
Q4 | $1.36M | Buy |
6,530
+83
| +1% | +$17.2K | 0.41% | 60 |
|
|
2022
Q3 | $1.15M | Buy |
6,447
+1,036
| +19% | +$184K | 0.41% | 62 |
|
|
2022
Q2 | $1.07M | Sell |
5,411
-1,402
| -21% | -$276K | 0.39% | 66 |
|
|
2022
Q1 | $1.51M | Buy |
6,813
+2,845
| +72% | +$631K | 0.57% | 42 |
|
|
2021
Q4 | $860K | Sell |
3,968
-162
| -4% | -$35.1K | 0.32% | 80 |
|
|
2021
Q3 | $920K | Buy |
4,130
+344
| +9% | +$76.6K | 0.19% | 81 |
|
|
2021
Q2 | $885K | Buy |
3,786
+95
| +3% | +$22.2K | 0.18% | 83 |
|
|
2021
Q1 | $781K | Sell |
3,691
-759
| -17% | -$161K | 0.18% | 85 |
|
|
2020
Q4 | $973K | Buy |
4,450
+1,689
| +61% | +$369K | 0.2% | 90 |
|
|
2020
Q3 | $552K | Buy |
2,761
+403
| +17% | +$80.6K | 0.16% | 93 |
|
|
2020
Q2 | $455K | Buy |
2,358
+228
| +11% | +$44K | 0.15% | 103 |
|
|
2020
Q1 | $343K | Buy |
2,130
+608
| +40% | +$97.9K | 0.14% | 98 |
|
|
2019
Q4 | $286K | Buy |
1,522
+267
| +21% | +$50.2K | 0.11% | 111 |
|
|
2019
Q3 | $216K | Buy |
+1,255
| New | +$216K | 0.1% | 135 |
|