JWCA
J.W. Coons Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
12,101
+5,175
| +75% | +$1.84M | 0.97% | 24 |
|
|
2025
Q1 | $2.43M | Sell |
6,926
-325
| -4% | -$114K | 0.64% | 44 |
|
|
2024
Q4 | $2.29M | Sell |
7,251
-442
| -6% | -$140K | 0.59% | 46 |
|
|
2024
Q3 | $2.12M | Sell |
7,693
-58
| -0.7% | -$15.9K | 0.53% | 50 |
|
|
2024
Q2 | $2.03M | Sell |
7,751
-2,045
| -21% | -$537K | 0.49% | 49 |
|
|
2024
Q1 | $2.73M | Buy |
9,796
+350
| +4% | +$97.7K | 0.62% | 39 |
|
|
2023
Q4 | $2.46M | Buy |
9,446
+108
| +1% | +$28.1K | 0.67% | 41 |
|
|
2023
Q3 | $2.15M | Buy |
9,338
+435
| +5% | +$100K | 0.62% | 43 |
|
|
2023
Q2 | $2.11M | Buy |
8,903
+2,645
| +42% | +$628K | 0.58% | 45 |
|
|
2023
Q1 | $1.41M | Buy |
6,258
+235
| +4% | +$53K | 0.41% | 61 |
|
|
2022
Q4 | $1.25M | Sell |
6,023
-444
| -7% | -$92.2K | 0.37% | 67 |
|
|
2022
Q3 | $1.15M | Buy |
6,467
+275
| +4% | +$48.9K | 0.43% | 66 |
|
|
2022
Q2 | $1.22M | Sell |
6,192
-637
| -9% | -$125K | 0.43% | 63 |
|
|
2022
Q1 | $1.51M | Buy |
6,829
+450
| +7% | +$99.7K | 0.45% | 57 |
|
|
2021
Q4 | $1.38M | Buy |
6,379
+15
| +0.2% | +$3.25K | 0.42% | 68 |
|
|
2021
Q3 | $1.42M | Buy |
6,364
+258
| +4% | +$57.5K | 0.49% | 59 |
|
|
2021
Q2 | $1.43M | Sell |
6,106
-433
| -7% | -$101K | 0.5% | 59 |
|
|
2021
Q1 | $1.39M | Sell |
6,539
-135
| -2% | -$28.6K | 0.5% | 59 |
|
|
2020
Q4 | $1.46M | Buy |
6,674
+582
| +10% | +$127K | 0.56% | 52 |
|
|
2020
Q3 | $1.22M | Sell |
6,092
-177
| -3% | -$35.4K | 0.51% | 57 |
|
|
2020
Q2 | $1.21M | Buy |
6,269
+165
| +3% | +$31.9K | 0.54% | 55 |
|
|
2020
Q1 | $982K | Buy |
+6,104
| New | +$982K | 0.52% | 57 |
|