Cooper/Haims Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
1,596
+80
| +5% | +$28.4K | 0.28% | 35 |
|
|
2025
Q1 | $531K | Buy |
1,516
+144
| +10% | +$50.5K | 0.29% | 36 |
|
|
2024
Q4 | $434K | Sell |
1,372
-80
| -6% | -$25.3K | 0.25% | 42 |
|
|
2024
Q3 | $399K | Sell |
1,452
-35
| -2% | -$9.62K | 0.22% | 47 |
|
|
2024
Q2 | $390K | Buy |
1,487
+185
| +14% | +$48.6K | 0.22% | 48 |
|
|
2024
Q1 | $363K | Buy |
1,302
+71
| +6% | +$19.8K | 0.21% | 47 |
|
|
2023
Q4 | $320K | Hold |
1,231
| – | – | 0.18% | 47 |
|
|
2023
Q3 | $283K | Sell |
1,231
-21
| -2% | -$4.83K | 0.22% | 51 |
|
|
2023
Q2 | $297K | Sell |
1,252
-44
| -3% | -$10.4K | 0.23% | 49 |
|
|
2023
Q1 | $292K | Sell |
1,296
-31
| -2% | -$6.99K | 0.23% | 50 |
|
|
2022
Q4 | $276K | Hold |
1,327
| – | – | 0.2% | 51 |
|
|
2022
Q3 | $236K | Sell |
1,327
-134
| -9% | -$23.8K | 0.2% | 54 |
|
|
2022
Q2 | $288K | Sell |
1,461
-66
| -4% | -$13K | 0.19% | 52 |
|
|
2022
Q1 | $339K | Hold |
1,527
| – | – | 0.22% | 53 |
|
|
2021
Q4 | $331K | Sell |
1,527
-100
| -6% | -$21.7K | 0.2% | 54 |
|
|
2021
Q3 | $362K | Sell |
1,627
-9
| -0.6% | -$2K | 0.22% | 51 |
|
|
2021
Q2 | $383K | Sell |
1,636
-19
| -1% | -$4.45K | 0.25% | 47 |
|
|
2021
Q1 | $350K | Sell |
1,655
-231
| -12% | -$48.9K | 0.25% | 49 |
|
|
2020
Q4 | $413K | Buy |
1,886
+131
| +7% | +$28.7K | 0.32% | 34 |
|
|
2020
Q3 | $351K | Buy |
1,755
+40
| +2% | +$8K | 0.29% | 35 |
|
|
2020
Q2 | $331K | Buy |
1,715
+94
| +6% | +$18.1K | 0.27% | 36 |
|
|
2020
Q1 | $261K | Buy |
1,621
+272
| +20% | +$43.8K | 0.23% | 36 |
|
|
2019
Q4 | $253K | Sell |
1,349
-71
| -5% | -$13.3K | 0.14% | 48 |
|
|
2019
Q3 | $244K | Hold |
1,420
| – | – | 0.15% | 42 |
|
|
2019
Q2 | $246K | Sell |
1,420
-292
| -17% | -$50.6K | 0.15% | 45 |
|
|
2019
Q1 | $267K | Sell |
1,712
-119
| -6% | -$18.6K | 0.17% | 48 |
|
|
2018
Q4 | $242K | Buy |
1,831
+150
| +9% | +$19.8K | 0.17% | 50 |
|
|
2018
Q3 | $252K | Buy |
1,681
+71
| +4% | +$10.6K | 0.17% | 49 |
|
|
2018
Q2 | $213K | Buy |
+1,610
| New | +$213K | 0.16% | 52 |
|