Marcum Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.67M | Buy |
10,458
+92
| +0.9% | +$32.2K | 0.32% | 37 |
|
|
2024
Q4 | $3.28M | Sell |
10,366
-92
| -0.9% | -$29.1K | 0.28% | 42 |
|
|
2024
Q3 | $2.88M | Buy |
10,458
+356
| +4% | +$97.9K | 0.27% | 44 |
|
|
2024
Q2 | $2.65M | Buy |
10,102
+7
| +0.1% | +$1.84K | 0.27% | 43 |
|
|
2024
Q1 | $2.82M | Sell |
10,095
-659
| -6% | -$184K | 0.29% | 35 |
|
|
2023
Q4 | $2.8M | Sell |
10,754
-749
| -7% | -$195K | 0.3% | 31 |
|
|
2023
Q3 | $2.65M | Buy |
11,503
+2,413
| +27% | +$555K | 0.32% | 31 |
|
|
2023
Q2 | $2.16M | Sell |
9,090
-2,361
| -21% | -$561K | 0.25% | 38 |
|
|
2023
Q1 | $2.58M | Buy |
11,451
+1,993
| +21% | +$449K | 0.32% | 32 |
|
|
2022
Q4 | $1.97M | Buy |
9,458
+143
| +2% | +$29.7K | 0.26% | 43 |
|
|
2022
Q3 | $1.66M | Buy |
9,315
+259
| +3% | +$46K | 0.25% | 47 |
|
|
2022
Q2 | $1.78M | Buy |
9,056
+1,043
| +13% | +$205K | 0.27% | 42 |
|
|
2022
Q1 | $1.78M | Buy |
8,013
+590
| +8% | +$131K | 0.25% | 55 |
|
|
2021
Q4 | $1.61M | Sell |
7,423
-211
| -3% | -$45.7K | 0.22% | 63 |
|
|
2021
Q3 | $1.7M | Buy |
7,634
+888
| +13% | +$198K | 0.27% | 50 |
|
|
2021
Q2 | $1.58M | Sell |
6,746
-58
| -0.9% | -$13.6K | 0.26% | 46 |
|
|
2021
Q1 | $1.44M | Buy |
6,804
+5,352
| +369% | +$1.13M | 0.24% | 55 |
|
|
2020
Q4 | $318K | Buy |
1,452
+43
| +3% | +$9.42K | 0.07% | 103 |
|
|
2020
Q3 | $282K | Sell |
1,409
-237
| -14% | -$47.4K | 0.09% | 87 |
|
|
2020
Q2 | $318K | Buy |
1,646
+204
| +14% | +$39.4K | 0.1% | 83 |
|
|
2020
Q1 | $232K | Buy |
+1,442
| New | +$232K | 0.09% | 77 |
|