CA
Crewe Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,264
| Closed | -$5.06M | – | 985 |
|
|
2024
Q2 | $5.06M | Buy |
19,264
+416
| +2% | +$109K | 0.57% | 31 |
|
|
2024
Q1 | $5.26M | Buy |
+18,848
| New | +$5.26M | 0.61% | 29 |
|
|
2023
Q3 | – | Sell |
-17,668
| Closed | -$4.2M | – | 904 |
|
|
2023
Q2 | $4.2M | Buy |
17,668
+358
| +2% | +$85K | 0.59% | 30 |
|
|
2023
Q1 | $3.9M | Sell |
17,310
-80
| -0.5% | -$18K | 0.57% | 30 |
|
|
2022
Q4 | $3.61M | Sell |
17,390
-395
| -2% | -$82.1K | 0.57% | 28 |
|
|
2022
Q3 | $3.16M | Buy |
17,785
+42
| +0.2% | +$7.46K | 0.57% | 25 |
|
|
2022
Q2 | $3.49M | Buy |
17,743
+1,730
| +11% | +$341K | 0.77% | 17 |
|
|
2022
Q1 | $3.55M | Buy |
16,013
+790
| +5% | +$175K | 0.69% | 17 |
|
|
2021
Q4 | $3.3M | Buy |
15,223
+44
| +0.3% | +$9.54K | 0.67% | 17 |
|
|
2021
Q3 | $3.38M | Sell |
15,179
-7
| -0% | -$1.56K | 0.8% | 16 |
|
|
2021
Q2 | $3.55M | Sell |
15,186
-14
| -0.1% | -$3.27K | 0.88% | 16 |
|
|
2021
Q1 | $3.22M | Buy |
15,200
+12
| +0.1% | +$2.54K | 0.8% | 16 |
|
|
2020
Q4 | $3.32M | Buy |
15,188
+19
| +0.1% | +$4.16K | 1.33% | 18 |
|
|
2020
Q3 | $3.03M | Buy |
15,169
+270
| +2% | +$54K | 1.42% | 16 |
|
|
2020
Q2 | $2.88M | Buy |
14,899
+217
| +1% | +$41.9K | 1.41% | 14 |
|
|
2020
Q1 | $2.37M | Hold |
14,682
| – | – | 1.41% | 14 |
|
|
2019
Q4 | $2.76M | Sell |
14,682
-1,601
| -10% | -$301K | 1.21% | 14 |
|
|
2019
Q3 | $2.8M | Sell |
16,283
-700
| -4% | -$120K | 1.29% | 13 |
|
|
2019
Q2 | $2.95M | Sell |
16,983
-683
| -4% | -$119K | 0.96% | 13 |
|
|
2019
Q1 | $2.76M | Buy |
17,666
+116
| +0.7% | +$18.1K | 0.87% | 11 |
|
|
2018
Q4 | $2.32M | Buy |
17,550
+82
| +0.5% | +$10.8K | 0.73% | 13 |
|
|
2018
Q3 | $2.62M | Sell |
17,468
-105
| -0.6% | -$15.8K | 2.22% | 9 |
|
|
2018
Q2 | $2.33M | Buy |
17,573
+221
| +1% | +$29.3K | 2.16% | 9 |
|
|
2018
Q1 | $2.08M | Hold |
17,352
| – | – | 2.04% | 9 |
|
|
2017
Q4 | $1.98M | Buy |
+17,352
| New | +$1.98M | 1.94% | 10 |
|