Marietta Investment Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
3,447
| – | – | 0.27% | 77 |
|
|
2025
Q1 | $1.21M | Sell |
3,447
-105
| -3% | -$36.8K | 0.29% | 71 |
|
|
2024
Q4 | $1.12M | Sell |
3,552
-225
| -6% | -$71.1K | 0.25% | 78 |
|
|
2024
Q3 | $1.04M | Sell |
3,777
-129
| -3% | -$35.5K | 0.22% | 86 |
|
|
2024
Q2 | $1.03M | Buy |
3,906
+575
| +17% | +$151K | 0.23% | 81 |
|
|
2024
Q1 | $930K | Buy |
3,331
+517
| +18% | +$144K | 0.2% | 89 |
|
|
2023
Q4 | $733K | Buy |
2,814
+16
| +0.6% | +$4.17K | 0.18% | 99 |
|
|
2023
Q3 | $644K | Sell |
2,798
-40
| -1% | -$9.2K | 0.18% | 97 |
|
|
2023
Q2 | $674K | Sell |
2,838
-450
| -14% | -$107K | 0.17% | 97 |
|
|
2023
Q1 | $741K | Hold |
3,288
| – | – | 0.21% | 91 |
|
|
2022
Q4 | $683K | Buy |
3,288
+145
| +5% | +$30.1K | 0.19% | 98 |
|
|
2022
Q3 | $619K | Sell |
3,143
-240
| -7% | -$47.3K | 0.18% | 100 |
|
|
2022
Q2 | $666K | Buy |
+3,383
| New | +$666K | 0.2% | 98 |
|
|
2020
Q4 | – | Sell |
-1,225
| Closed | -$245K | – | 159 |
|
|
2020
Q3 | $245K | Buy |
+1,225
| New | +$245K | 0.07% | 131 |
|