J.P. Marvel Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
62,972
-24
| -0% | -$8.52K | 3.6% | 8 |
|
|
2025
Q1 | $22.1M | Sell |
62,996
-52
| -0.1% | -$18.2K | 3.82% | 8 |
|
|
2024
Q4 | $19.9M | Sell |
63,048
-200
| -0.3% | -$63.2K | 3.29% | 9 |
|
|
2024
Q3 | $17.4M | Sell |
63,248
-235
| -0.4% | -$64.6K | 2.84% | 10 |
|
|
2024
Q2 | $16.7M | Hold |
63,483
| – | – | 2.73% | 11 |
|
|
2024
Q1 | $17.7M | Buy |
63,483
+85
| +0.1% | +$23.7K | 3.06% | 10 |
|
|
2023
Q4 | $16.5M | Sell |
63,398
-200
| -0.3% | -$52.1K | 3.27% | 10 |
|
|
2023
Q3 | $14.6M | Sell |
63,598
-71
| -0.1% | -$16.3K | 3.15% | 9 |
|
|
2023
Q2 | $15.1M | Sell |
63,669
-253
| -0.4% | -$60.1K | 3.16% | 10 |
|
|
2023
Q1 | $14.4M | Sell |
63,922
-5
| -0% | -$1.13K | 3.25% | 8 |
|
|
2022
Q4 | $13.3M | Hold |
63,927
| – | – | 3.12% | 8 |
|
|
2022
Q3 | $11.4M | Hold |
63,927
| – | – | 2.89% | 11 |
|
|
2022
Q2 | $12.6M | Hold |
63,927
| – | – | 3.03% | 11 |
|
|
2022
Q1 | $14.2M | Hold |
63,927
| – | – | 2.89% | 9 |
|
|
2021
Q4 | $13.9M | Sell |
63,927
-115
| -0.2% | -$24.9K | 2.71% | 10 |
|
|
2021
Q3 | $14.3M | Buy |
64,042
+140
| +0.2% | +$31.2K | 4.3% | 7 |
|
|
2021
Q2 | $14.9M | Hold |
63,902
| – | – | 3.18% | 9 |
|
|
2021
Q1 | $13.5M | Buy |
63,902
+100
| +0.2% | +$21.2K | 3.2% | 7 |
|
|
2020
Q4 | $14M | Buy |
63,802
+200
| +0.3% | +$43.7K | 3.61% | 7 |
|
|
2020
Q3 | $12.7M | Buy |
63,602
+10
| +0% | +$2K | 3.66% | 5 |
|
|
2020
Q2 | $12.3M | Buy |
63,592
+30
| +0% | +$5.8K | 3.88% | 5 |
|
|
2020
Q1 | $10.2M | Sell |
63,562
-122
| -0.2% | -$19.7K | 3.88% | 6 |
|
|
2019
Q4 | $12M | Buy |
63,684
+28
| +0% | +$5.26K | 3.46% | 6 |
|
|
2019
Q3 | $10.9M | Buy |
+63,656
| New | +$10.9M | 3.51% | 7 |
|
|
2019
Q1 | $9.8M | Buy |
62,771
+2,875
| +5% | +$449K | 3.18% | 9 |
|
|
2018
Q4 | $7.9M | Buy |
+59,896
| New | +$7.9M | 2.85% | 11 |
|
|
2018
Q2 | $7.97M | Buy |
+60,196
| New | +$7.97M | 2.44% | 13 |
|