CAS
Coppell Advisory Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
4,653
-23,190
| -83% | -$8.08M | 0.19% | 116 |
|
|
2025
Q1 | $9.51M | Buy |
27,843
+24,900
| +846% | +$8.5M | 1.32% | 15 |
|
|
2024
Q4 | $929K | Buy |
+2,943
| New | +$929K | 0.13% | 127 |
|
|
2023
Q4 | $736K | Buy |
2,828
+2,088
| +282% | +$544K | 0.15% | 132 |
|
|
2023
Q3 | $154K | Buy |
740
+54
| +8% | +$11.2K | 0.05% | 179 |
|
|
2023
Q2 | $161K | Buy |
+686
| New | +$161K | 0.05% | 212 |
|
|
2023
Q1 | – | Sell |
-740
| Closed | -$154K | – | 1042 |
|
|
2022
Q4 | $154K | Buy |
+740
| New | +$154K | 0.05% | 184 |
|