Deseret Mutual Benefit Administrators’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
3,281
| – | – | 0.55% | 32 |
|
|
2025
Q1 | $1.15M | Buy |
3,281
+258
| +9% | +$90.4K | 0.57% | 28 |
|
|
2024
Q4 | $955K | Sell |
3,023
-57
| -2% | -$18K | 0.47% | 40 |
|
|
2024
Q3 | $847K | Sell |
3,080
-74
| -2% | -$20.3K | 0.43% | 42 |
|
|
2024
Q2 | $828K | Buy |
3,154
+123
| +4% | +$32.3K | 0.38% | 42 |
|
|
2024
Q1 | $846K | Sell |
3,031
-118
| -4% | -$32.9K | 0.42% | 41 |
|
|
2023
Q4 | $820K | Sell |
3,149
-1,312
| -29% | -$342K | 0.47% | 37 |
|
|
2023
Q3 | $1.03M | Sell |
4,461
-823
| -16% | -$189K | 0.5% | 32 |
|
|
2023
Q2 | $1.25M | Sell |
5,284
-212
| -4% | -$50.3K | 0.49% | 30 |
|
|
2023
Q1 | $1.24M | Buy |
5,496
+172
| +3% | +$38.8K | 0.49% | 29 |
|
|
2022
Q4 | $1.11M | Sell |
5,324
-3,817
| -42% | -$793K | 0.45% | 32 |
|
|
2022
Q3 | $1.62M | Sell |
9,141
-1,603
| -15% | -$285K | 0.46% | 34 |
|
|
2022
Q2 | $2.12M | Buy |
10,744
+833
| +8% | +$164K | 0.48% | 34 |
|
|
2022
Q1 | $2.2M | Sell |
9,911
-1,085
| -10% | -$241K | 0.44% | 38 |
|
|
2021
Q4 | $2.38M | Buy |
10,996
+416
| +4% | +$90.2K | 0.4% | 42 |
|
|
2021
Q3 | $2.36M | Buy |
10,580
+7,928
| +299% | +$1.77M | 0.43% | 38 |
|
|
2021
Q2 | $620K | Buy |
+2,652
| New | +$620K | 0.15% | 72 |
|