JDR
Jay D. Rosenbaum’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,943
| Closed | -$510K | – | 26 |
|
|
2024
Q2 | $510K | Buy |
1,943
+80
| +4% | +$21K | 2.89% | 10 |
|
|
2024
Q1 | $520K | Hold |
1,863
| – | – | 2.95% | 7 |
|
|
2023
Q4 | $485K | Sell |
1,863
-182
| -9% | -$47.4K | 1.25% | 32 |
|
|
2023
Q3 | $470K | Buy |
2,045
+266
| +15% | +$61.2K | 0.79% | 44 |
|
|
2023
Q2 | $422K | Sell |
1,779
-210
| -11% | -$49.9K | 0.68% | 47 |
|
|
2023
Q1 | $448K | Buy |
1,989
+43
| +2% | +$9.7K | 0.82% | 46 |
|
|
2022
Q4 | $404K | Buy |
1,946
+360
| +23% | +$74.8K | 0.87% | 46 |
|
|
2022
Q3 | $282K | Sell |
1,586
-1,000
| -39% | -$178K | 0.65% | 46 |
|
|
2022
Q2 | $509K | Hold |
2,586
| – | – | 0.98% | 41 |
|
|
2022
Q1 | $573K | Hold |
2,586
| – | – | 0.91% | 42 |
|
|
2021
Q4 | $560K | Buy |
+2,586
| New | +$560K | 0.82% | 43 |
|