Marco Investment Management’s Visa V Stock Holding History

Marco Investment Management’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$520K	Sell	1,465 -1	-0.1%	-$355	0.04%	141
2025 Q1	$514K	Hold	1,466	–	–	0.05%	143
2024 Q4	$463K	Sell	1,466 -8	-0.5%	-$2.53K	0.04%	148
2024 Q3	$405K	Sell	1,474 -66	-4%	-$18.1K	0.04%	151
2024 Q2	$404K	Buy	1,540 +360	+31%	+$94.5K	0.04%	150
2024 Q1	$329K	Buy	1,180 +39	+3%	+$10.9K	0.03%	164
2023 Q4	$297K	Hold	1,141	–	–	0.03%	170
2023 Q3	$262K	Buy	1,141 +43	+4%	+$9.89K	0.03%	167
2023 Q2	$261K	Buy	1,098 +19	+2%	+$4.51K	0.03%	174
2023 Q1	$243K	Hold	1,079	–	–	0.03%	180
2022 Q4	$224K	Sell	1,079 -568	-34%	-$118K	0.03%	184
2022 Q3	$293K	Hold	1,647	–	–	0.04%	160
2022 Q2	$324K	Buy	1,647 +568	+53%	+$112K	0.04%	160
2022 Q1	$239K	Sell	1,079 -62	-5%	-$13.7K	0.02%	187
2021 Q4	$247K	Buy	+1,141	New	+$247K	0.02%	195
2021 Q3	–	Sell	-872	Closed	-$204K	–	218
2021 Q2	$204K	Buy	+872	New	+$204K	0.02%	203
2020 Q2	–	Sell	-1,557	Closed	-$251K	–	169
2020 Q1	$251K	Hold	1,557	–	–	0.05%	142
2019 Q4	$293K	Buy	+1,557	New	+$293K	0.05%	150
2018 Q4	–	Sell	-3,226	Closed	-$484K	–	189
2018 Q3	$484K	Buy	3,226 +34	+1%	+$5.1K	0.07%	142
2018 Q2	$423K	Hold	3,192	–	–	0.07%	149
2018 Q1	$382K	Hold	3,192	–	–	0.06%	151
2017 Q4	$364K	Sell	3,192 -1,100	-26%	-$125K	0.06%	152
2017 Q3	$452K	Hold	4,292	–	–	0.07%	145
2017 Q2	$403K	Hold	4,292	–	–	0.07%	151
2017 Q1	$381K	Hold	4,292	–	–	0.06%	147
2016 Q4	$335K	Hold	4,292	–	–	0.06%	153
2016 Q3	$355K	Sell	4,292 -804	-16%	-$66.5K	0.06%	151
2016 Q2	$378K	Hold	5,096	–	–	0.07%	147
2016 Q1	$390	Sell	5,096 -4,600	-47%	-$352	0.06%	149
2015 Q4	$752K	Buy	9,696 +524	+6%	+$40.6K	0.14%	118
2015 Q3	$639K	Buy	9,172 +1,000	+12%	+$69.7K	0.13%	121
2015 Q2	$549K	Buy	8,172 +3,200	+64%	+$215K	0.09%	130
2015 Q1	$325K	Buy	+4,972	New	+$325K	0.06%	155