M Holdings Securities’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
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|
2025
Q1 | $6.52M | Buy |
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|
2024
Q4 | $5.86M | Sell |
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|
2024
Q3 | $5.21M | Sell |
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|
2024
Q2 | $6.07M | Buy |
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|
2024
Q1 | $4.99M | Sell |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $4.29M | Sell |
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|
2022
Q4 | $4.38M | Buy |
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|
2022
Q3 | $3.74M | Sell |
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|
2022
Q2 | $4.33M | Sell |
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|
2022
Q1 | $5.32M | Buy |
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|
2021
Q2 | $5.04M | Sell |
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|
2021
Q1 | $4.94M | Sell |
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|
2020
Q4 | $5.2M | Buy |
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|
2020
Q3 | $4.5M | Buy |
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|
2020
Q2 | $4.12M | Sell |
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|
2020
Q1 | $4.37M | Buy |
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|
2019
Q4 | $3.85M | Sell |
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|
2019
Q3 | $3.65M | Sell |
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|
2019
Q2 | $3.99M | Buy |
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|
2019
Q1 | $3M | Buy |
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|
2018
Q4 | $2.15M | Sell |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $1.79M | Sell |
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|
2017
Q4 | $1.79M | Buy |
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|
2017
Q3 | $1.65M | Buy |
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|
2017
Q2 | $1.38M | Buy |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $495K | Buy |
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|
2016
Q2 | $352K | Hold |
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|
2016
Q1 | $363K | Sell |
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|
2015
Q4 | $371K | Buy |
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|
2015
Q3 | $331K | Sell |
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|
2015
Q2 | $349K | Hold |
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|
2015
Q1 | $340K | Hold |
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|
2014
Q4 | $341K | Sell |
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|
2014
Q3 | $305K | Sell |
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|
2014
Q2 | $302K | Buy |
|