MHS
M Holdings Securities’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
20,852
+2,261
| +12% | +$800K | 1.27% | 20 |
|
|
2025
Q1 | $6.52M | Buy |
18,591
+37
| +0.2% | +$13K | 1.08% | 20 |
|
|
2024
Q4 | $5.86M | Sell |
18,554
-403
| -2% | -$127K | 0.95% | 26 |
|
|
2024
Q3 | $5.21M | Sell |
18,957
-4,142
| -18% | -$1.14M | 1.31% | 19 |
|
|
2024
Q2 | $6.07M | Buy |
23,099
+5,218
| +29% | +$1.37M | 0.79% | 26 |
|
|
2024
Q1 | $4.99M | Sell |
17,881
-263
| -1% | -$73.4K | 0.84% | 25 |
|
|
2023
Q4 | $4.72M | Buy |
18,144
+3,197
| +21% | +$832K | 0.53% | 39 |
|
|
2023
Q3 | $3.44M | Buy |
14,947
+8,573
| +134% | +$1.97M | 0.45% | 44 |
|
|
2023
Q2 | $1.51M | Sell |
6,374
-12,665
| -67% | -$3.01M | 0.31% | 34 |
|
|
2023
Q1 | $4.29M | Sell |
19,039
-2,061
| -10% | -$464K | 0.44% | 30 |
|
|
2022
Q4 | $4.38M | Buy |
21,100
+26
| +0.1% | +$5.4K | 0.46% | 40 |
|
|
2022
Q3 | $3.74M | Sell |
21,074
-902
| -4% | -$160K | 0.41% | 52 |
|
|
2022
Q2 | $4.33M | Sell |
21,976
-2,007
| -8% | -$395K | 0.44% | 50 |
|
|
2022
Q1 | $5.32M | Buy |
+23,983
| New | +$5.32M | 0.4% | 52 |
|
|
2021
Q2 | $5.05M | Sell |
21,578
-1,743
| -7% | -$408K | 0.49% | 50 |
|
|
2021
Q1 | $4.94M | Sell |
23,321
-456
| -2% | -$96.6K | 0.45% | 52 |
|
|
2020
Q4 | $5.2M | Buy |
23,777
+1,268
| +6% | +$277K | 0.66% | 33 |
|
|
2020
Q3 | $4.5M | Buy |
22,509
+1,193
| +6% | +$239K | 0.72% | 32 |
|
|
2020
Q2 | $4.12M | Sell |
21,316
-5,778
| -21% | -$1.12M | 0.74% | 32 |
|
|
2020
Q1 | $4.37M | Buy |
27,094
+6,621
| +32% | +$1.07M | 0.65% | 40 |
|
|
2019
Q4 | $3.85M | Sell |
20,473
-726
| -3% | -$136K | 1.12% | 20 |
|
|
2019
Q3 | $3.65M | Sell |
21,199
-1,788
| -8% | -$308K | 1.12% | 24 |
|
|
2019
Q2 | $3.99M | Buy |
22,987
+3,776
| +20% | +$655K | 1.35% | 16 |
|
|
2019
Q1 | $3M | Buy |
19,211
+2,939
| +18% | +$459K | 0.69% | 32 |
|
|
2018
Q4 | $2.15M | Sell |
16,272
-451
| -3% | -$59.5K | 0.67% | 37 |
|
|
2018
Q3 | $2.51M | Buy |
16,723
+409
| +3% | +$61.4K | 0.66% | 35 |
|
|
2018
Q2 | $2.16M | Buy |
16,314
+1,368
| +9% | +$181K | 0.59% | 39 |
|
|
2018
Q1 | $1.79M | Sell |
14,946
-722
| -5% | -$86.4K | 0.55% | 42 |
|
|
2017
Q4 | $1.79M | Buy |
15,668
+3
| +0% | +$342 | 0.54% | 45 |
|
|
2017
Q3 | $1.65M | Buy |
15,665
+1,008
| +7% | +$106K | 0.52% | 48 |
|
|
2017
Q2 | $1.38M | Buy |
14,657
+483
| +3% | +$45.3K | 0.47% | 54 |
|
|
2017
Q1 | $1.26M | Buy |
14,174
+84
| +0.6% | +$7.47K | 0.49% | 51 |
|
|
2016
Q4 | $1.1M | Buy |
14,090
+8,106
| +135% | +$632K | 0.38% | 57 |
|
|
2016
Q3 | $495K | Buy |
5,984
+1,232
| +26% | +$102K | 0.23% | 133 |
|
|
2016
Q2 | $352K | Hold |
4,752
| – | – | 0.18% | 150 |
|
|
2016
Q1 | $363K | Sell |
4,752
-27
| -0.6% | -$2.06K | 0.22% | 133 |
|
|
2015
Q4 | $371K | Buy |
4,779
+31
| +0.7% | +$2.41K | 0.25% | 121 |
|
|
2015
Q3 | $331K | Sell |
4,748
-452
| -9% | -$31.5K | 0.24% | 125 |
|
|
2015
Q2 | $349K | Hold |
5,200
| – | – | 0.23% | 125 |
|
|
2015
Q1 | $340K | Buy |
5,200
+3,900
| +300% | +$255K | 0.22% | 126 |
|
|
2014
Q4 | $341K | Sell |
1,300
-129
| -9% | -$33.8K | 0.22% | 127 |
|
|
2014
Q3 | $305K | Sell |
1,429
-2
| -0.1% | -$427 | 0.17% | 138 |
|
|
2014
Q2 | $302K | Buy |
+1,431
| New | +$302K | 0.19% | 135 |
|