Cooper/Haims Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Sell |
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|
2025
Q2 | $567K | Buy |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $383K | Sell |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $246K | Sell |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q2 | $213K | Buy |
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