DAM
Doheny Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
643
| – | – | 0.16% | 61 |
|
|
2025
Q1 | $225K | Buy |
+643
| New | +$225K | 0.18% | 60 |
|
|
2020
Q3 | – | Sell |
-1,090
| Closed | -$211K | – | 99 |
|
|
2020
Q2 | $211K | Hold |
1,090
| – | – | 0.2% | 81 |
|
|
2020
Q1 | $205K | Hold |
1,090
| – | – | 0.16% | 93 |
|
|
2019
Q4 | $205K | Buy |
+1,090
| New | +$205K | 0.16% | 93 |
|
|
2017
Q4 | – | Sell |
-3,205
| Closed | -$337K | – | 113 |
|
|
2017
Q3 | $337K | Buy |
+3,205
| New | +$337K | 0.16% | 90 |
|
|
2015
Q1 | – | Sell |
-860
| Closed | -$225K | – | 116 |
|
|
2014
Q4 | $225K | Buy |
+860
| New | +$225K | 0.11% | 106 |
|