MWM
Marietta Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
31,544
+75
| +0.2% | +$26.6K | 1.46% | 20 |
|
|
2025
Q1 | $11M | Buy |
31,469
+645
| +2% | +$226K | 1.62% | 17 |
|
|
2024
Q4 | $9.74M | Buy |
30,824
+1,114
| +4% | +$352K | 1.4% | 21 |
|
|
2024
Q3 | $8.17M | Buy |
29,710
+928
| +3% | +$255K | 1.19% | 28 |
|
|
2024
Q2 | $7.55M | Sell |
28,782
-431
| -1% | -$113K | 1.18% | 28 |
|
|
2024
Q1 | $8.15M | Sell |
29,213
-606
| -2% | -$169K | 1.35% | 22 |
|
|
2023
Q4 | $7.76M | Buy |
29,819
+5
| +0% | +$1.3K | 1.38% | 22 |
|
|
2023
Q3 | $6.86M | Sell |
29,814
-2,088
| -7% | -$480K | 1.36% | 22 |
|
|
2023
Q2 | $7.58M | Buy |
31,902
+1,254
| +4% | +$298K | 1.43% | 20 |
|
|
2023
Q1 | $6.91M | Sell |
30,648
-1,634
| -5% | -$368K | 1.47% | 17 |
|
|
2022
Q4 | $6.71M | Buy |
32,282
+426
| +1% | +$88.5K | 1.52% | 15 |
|
|
2022
Q3 | $5.66M | Buy |
31,856
+304
| +1% | +$54K | 1.41% | 25 |
|
|
2022
Q2 | $6.21M | Sell |
31,552
-453
| -1% | -$89.2K | 1.5% | 20 |
|
|
2022
Q1 | $7.1M | Sell |
32,005
-2,357
| -7% | -$523K | 1.48% | 23 |
|
|
2021
Q4 | $7.45M | Buy |
34,362
+2,344
| +7% | +$508K | 1.5% | 24 |
|
|
2021
Q3 | $7.13M | Buy |
32,018
+1,457
| +5% | +$325K | 1.56% | 20 |
|
|
2021
Q2 | $7.15M | Buy |
30,561
+883
| +3% | +$206K | 1.61% | 16 |
|
|
2021
Q1 | $6.28M | Buy |
29,678
+2,002
| +7% | +$424K | 1.57% | 17 |
|
|
2020
Q4 | $6.05M | Buy |
27,676
+1,347
| +5% | +$295K | 1.66% | 17 |
|
|
2020
Q3 | $5.27M | Buy |
26,329
+2,204
| +9% | +$441K | 1.64% | 16 |
|
|
2020
Q2 | $4.66M | Buy |
24,125
+731
| +3% | +$141K | 1.59% | 15 |
|
|
2020
Q1 | $3.77M | Buy |
23,394
+565
| +2% | +$91K | 1.47% | 19 |
|
|
2019
Q4 | $4.29M | Buy |
22,829
+374
| +2% | +$70.3K | 1.41% | 22 |
|
|
2019
Q3 | $3.86M | Buy |
22,455
+459
| +2% | +$78.9K | 1.41% | 22 |
|
|
2019
Q2 | $3.82M | Sell |
21,996
-195
| -0.9% | -$33.8K | 1.49% | 19 |
|
|
2019
Q1 | $3.47M | Buy |
22,191
+199
| +0.9% | +$31.1K | 1.42% | 20 |
|
|
2018
Q4 | $2.9M | Buy |
21,992
+1,105
| +5% | +$146K | 1.39% | 28 |
|
|
2018
Q3 | $3.14M | Sell |
20,887
-172
| -0.8% | -$25.8K | 1.39% | 22 |
|
|
2018
Q2 | $2.79M | Buy |
21,059
+129
| +0.6% | +$17.1K | 1.36% | 27 |
|
|
2018
Q1 | $2.5M | Sell |
20,930
-894
| -4% | -$107K | 1.31% | 25 |
|
|
2017
Q4 | $2.49M | Sell |
21,824
-954
| -4% | -$109K | 1.35% | 26 |
|
|
2017
Q3 | $2.4M | Sell |
22,778
-1,462
| -6% | -$154K | 1.34% | 27 |
|
|
2017
Q2 | $2.27M | Buy |
24,240
+529
| +2% | +$49.6K | 1.38% | 23 |
|
|
2017
Q1 | $2.11M | Buy |
23,711
+4,030
| +20% | +$358K | 1.4% | 23 |
|
|
2016
Q4 | $1.54M | Buy |
+19,681
| New | +$1.54M | 1.23% | 26 |
|