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 |
|