Jaffetilchin Investment Partners’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.45M Buy
20,996
+112
+0.5% +$39.8K 0.49% 36
2025
Q1
$7.32M Buy
20,884
+580
+3% +$203K 0.53% 36
2024
Q4
$6.42M Buy
20,304
+729
+4% +$230K 0.46% 39
2024
Q3
$5.38M Buy
19,575
+780
+4% +$214K 0.41% 42
2024
Q2
$4.93M Buy
18,795
+290
+2% +$76.1K 0.42% 42
2024
Q1
$5.16M Buy
18,505
+739
+4% +$206K 0.46% 42
2023
Q4
$4.63M Buy
17,766
+407
+2% +$106K 0.45% 48
2023
Q3
$3.99M Buy
17,359
+244
+1% +$56.1K 0.44% 47
2023
Q2
$4.06M Buy
17,115
+1,165
+7% +$277K 0.43% 48
2023
Q1
$3.6M Buy
15,950
+1,353
+9% +$305K 0.41% 54
2022
Q4
$3.03M Sell
14,597
-867
-6% -$180K 0.37% 62
2022
Q3
$2.75M Buy
15,464
+240
+2% +$42.6K 0.35% 46
2022
Q2
$3M Buy
15,224
+39
+0.3% +$7.68K 0.35% 54
2022
Q1
$2.95M Sell
15,185
-216
-1% -$41.9K 0.35% 51
2021
Q4
$3.34M Sell
15,401
-603
-4% -$131K 0.32% 59
2021
Q3
$3.57M Sell
16,004
-11,102
-41% -$2.47M 0.38% 50
2021
Q2
$6.18M Buy
27,106
+11,245
+71% +$2.56M 0.43% 44
2021
Q1
$3.36M Buy
15,861
+5,533
+54% +$1.17M 0.4% 52
2020
Q4
$2.26M Buy
10,328
+3,400
+49% +$744K 0.32% 51
2020
Q3
$1.39M Buy
6,928
+338
+5% +$67.6K 0.26% 59
2020
Q2
$1.27M Buy
6,590
+1,731
+36% +$334K 0.28% 56
2020
Q1
$783K Sell
4,859
-3
-0.1% -$483 0.28% 53
2019
Q4
$914K Sell
4,862
-446
-8% -$83.8K 0.2% 77
2019
Q3
$913K Sell
5,308
-1,444
-21% -$248K 0.22% 66
2019
Q2
$1.17M Buy
6,752
+439
+7% +$76.2K 0.27% 59
2019
Q1
$986K Buy
6,313
+82
+1% +$12.8K 0.22% 75
2018
Q4
$822K Buy
6,231
+443
+8% +$58.4K 0.21% 72
2018
Q3
$869K Buy
5,788
+127
+2% +$19.1K 0.18% 94
2018
Q2
$750K Sell
5,661
-2,083
-27% -$276K 0.17% 112
2018
Q1
$926K Buy
7,744
+3,383
+78% +$405K 0.21% 76
2017
Q4
$497K Sell
4,361
-2,820
-39% -$321K 0.17% 112
2017
Q3
$756K Buy
7,181
+2,174
+43% +$229K 0.18% 99
2017
Q2
$470K Buy
5,007
+2,283
+84% +$214K 0.16% 114
2017
Q1
$242K Buy
2,724
+84
+3% +$7.46K 0.06% 226
2016
Q4
$206K Hold
2,640
0.06% 228
2016
Q3
$218K Buy
+2,640
New +$218K 0.07% 201
2016
Q2
Sell
-2,678
Closed -$205K 251
2016
Q1
$205K Sell
2,678
-12,643
-83% -$968K 0.06% 173
2015
Q4
$1.19M Buy
15,321
+8,868
+137% +$688K 0.39% 43
2015
Q3
$450K Sell
6,453
-644
-9% -$44.9K 0.17% 100
2015
Q2
$477K Buy
+7,097
New +$477K 0.14% 119
2015
Q1
Sell
-6,448
Closed -$423K 243
2014
Q4
$423K Buy
+6,448
New +$423K 0.14% 108
2014
Q1
Sell
-6,608
Closed -$368K 226
2013
Q4
$368K Buy
+6,608
New +$368K 0.18% 100
2013
Q3
Sell
-16,796
Closed -$767K 200
2013
Q2
$767K Buy
+16,796
New +$767K 0.53% 46