Cumberland 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 | $227K | Sell |
640
-10
| -2% | -$3.55K | 0.1% | 45 |
|
|
2025
Q1 | $228K | Buy |
650
+10
| +2% | +$3.51K | 0.1% | 44 |
|
|
2024
Q4 | $202K | Buy |
+640
| New | +$202K | 0.08% | 48 |
|
|
2021
Q3 | – | Sell |
-870
| Closed | -$203K | – | 65 |
|
|
2021
Q2 | $203K | Buy |
+870
| New | +$203K | 0.05% | 62 |
|
|
2020
Q2 | $265K | Hold |
1,370
| – | – | 0.1% | 57 |
|
|
2020
Q1 | $221K | Hold |
1,370
| – | – | 0.09% | 57 |
|
|
2019
Q4 | $257K | Sell |
1,370
-700
| -34% | -$131K | 0.09% | 64 |
|
|
2019
Q3 | $356K | Sell |
2,070
-85
| -4% | -$14.6K | 0.1% | 62 |
|
|
2019
Q2 | $374K | Buy |
2,155
+85
| +4% | +$14.8K | 0.13% | 60 |
|
|
2019
Q1 | $323K | Hold |
2,070
| – | – | 0.11% | 61 |
|
|
2018
Q4 | $273K | Buy |
+2,070
| New | +$273K | 0.1% | 61 |
|