DA
DCM Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,871
| Closed | -$789K | – | 51 |
|
|
2024
Q3 | $789K | Sell |
2,871
-137
| -5% | -$37.7K | 0.4% | 37 |
|
|
2024
Q2 | $789K | Sell |
3,008
-1,425
| -32% | -$374K | 0.42% | 36 |
|
|
2024
Q1 | $1.24M | Sell |
4,433
-4,146
| -48% | -$1.16M | 0.51% | 38 |
|
|
2023
Q4 | $2.23M | Buy |
8,579
+1,927
| +29% | +$502K | 0.8% | 34 |
|
|
2023
Q3 | $1.53M | Sell |
6,652
-62
| -0.9% | -$14.3K | 0.69% | 38 |
|
|
2023
Q2 | $1.59M | Buy |
6,714
+2,147
| +47% | +$510K | 0.68% | 38 |
|
|
2023
Q1 | $1.03M | Sell |
4,567
-40
| -0.9% | -$9.02K | 0.48% | 41 |
|
|
2022
Q4 | $957K | Sell |
4,607
-2,792
| -38% | -$580K | 0.46% | 43 |
|
|
2022
Q3 | $1.31M | Sell |
7,399
-2,682
| -27% | -$476K | 0.66% | 39 |
|
|
2022
Q2 | $1.99M | Buy |
10,081
+2,401
| +31% | +$473K | 0.86% | 29 |
|
|
2022
Q1 | $1.7M | Buy |
7,680
+1,132
| +17% | +$251K | 0.6% | 45 |
|
|
2021
Q4 | $1.42M | Buy |
6,548
+3,970
| +154% | +$860K | 0.42% | 56 |
|
|
2021
Q3 | $574K | Sell |
2,578
-4,399
| -63% | -$979K | 0.22% | 120 |
|
|
2021
Q2 | $1.63M | Buy |
6,977
+4,534
| +186% | +$1.06M | 0.93% | 17 |
|
|
2021
Q1 | $517K | Buy |
2,443
+4
| +0.2% | +$847 | 0.3% | 113 |
|
|
2020
Q4 | $534K | Buy |
+2,439
| New | +$534K | 0.31% | 96 |
|