Marathon Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-584
| Closed | -$205K | – | 182 |
|
|
2025
Q4 | $205K | Buy |
+584
| New | +$199K | 0.04% | 158 |
|
|
2025
Q3 | – | Sell |
-584
| Closed | -$207K | – | 178 |
|
|
2025
Q2 | $207K | Buy |
584
+13
| +2% | +$4.53K | 0.05% | 146 |
|
|
2025
Q1 | $200K | Buy |
+571
| New | +$193K | 0.05% | 148 |
|
|
2022
Q3 | – | Sell |
-1,054
| Closed | -$208K | – | 163 |
|
|
2022
Q2 | $208K | Buy |
+1,054
| New | +$218K | 0.07% | 132 |
|
|
2022
Q1 | – | Sell |
-1,155
| Closed | -$250K | – | 164 |
|
|
2021
Q4 | $250K | Sell |
1,155
-2,752
| -70% | -$591K | 0.06% | 150 |
|
|
2021
Q3 | $871K | Buy |
3,907
+2,714
| +227% | +$636K | 0.2% | 70 |
|
|
2021
Q2 | $278K | Hold |
1,193
| – | – | 0.06% | 149 |
|
|
2021
Q1 | $252K | Hold |
1,193
| – | – | 0.07% | 154 |
|
|
2020
Q4 | $260K | Hold |
1,193
| – | – | 0.08% | 121 |
|
|
2020
Q3 | $238K | Sell |
1,193
-28
| -2% | -$5.59K | 0.09% | 114 |
|
|
2020
Q2 | $236K | Sell |
1,221
-56
| -4% | -$10.2K | 0.09% | 110 |
|
|
2020
Q1 | $205K | Sell |
1,277
-78
| -6% | -$14.7K | 0.09% | 108 |
|
|
2019
Q4 | $254K | Buy |
1,355
+150
| +12% | +$27K | 0.09% | 114 |
|
|
2019
Q3 | $207K | Sell |
1,205
-50
| -4% | -$8.91K | 0.08% | 98 |
|
|
2019
Q2 | $217K | Buy |
+1,255
| New | +$205K | 0.09% | 96 |
|
|
2018
Q4 | – | Sell |
-1,447
| Closed | -$217K | – | 121 |
|
|
2018
Q3 | $217K | Sell |
1,447
-200
| -12% | -$28.4K | 0.08% | 100 |
|
|
2018
Q2 | $218K | Buy |
+1,647
| New | +$212K | 0.08% | 89 |
|
Other funds holding V
VCM
VPM
