MSA
Marino Stram & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
3,654
+15
| +0.4% | +$5.33K | 0.26% | 63 |
|
|
2025
Q1 | $1.28M | Buy |
3,639
+30
| +0.8% | +$10.5K | 0.28% | 55 |
|
|
2024
Q4 | $1.14M | Buy |
3,609
+62
| +2% | +$19.6K | 0.25% | 66 |
|
|
2024
Q3 | $975K | Buy |
3,547
+131
| +4% | +$36K | 0.22% | 79 |
|
|
2024
Q2 | $897K | Buy |
3,416
+32
| +0.9% | +$8.4K | 0.22% | 79 |
|
|
2024
Q1 | $944K | Buy |
3,384
+59
| +2% | +$16.5K | 0.22% | 74 |
|
|
2023
Q4 | $866K | Buy |
3,325
+44
| +1% | +$11.5K | 0.22% | 71 |
|
|
2023
Q3 | $755K | Buy |
3,281
+276
| +9% | +$63.5K | 0.22% | 71 |
|
|
2023
Q2 | $714K | Buy |
3,005
+9
| +0.3% | +$2.14K | 0.2% | 77 |
|
|
2023
Q1 | $676K | Sell |
2,996
-22
| -0.7% | -$4.96K | 0.2% | 78 |
|
|
2022
Q4 | $627K | Buy |
3,018
+11
| +0.4% | +$2.29K | 0.2% | 82 |
|
|
2022
Q3 | $534K | Buy |
3,007
+44
| +1% | +$7.81K | 0.19% | 80 |
|
|
2022
Q2 | $583K | Buy |
2,963
+40
| +1% | +$7.87K | 0.2% | 81 |
|
|
2022
Q1 | $648K | Buy |
2,923
+123
| +4% | +$27.3K | 0.2% | 82 |
|
|
2021
Q4 | $607K | Buy |
2,800
+279
| +11% | +$60.5K | 0.19% | 93 |
|
|
2021
Q3 | $562K | Sell |
2,521
-26,221
| -91% | -$5.85M | 0.19% | 83 |
|
|
2021
Q2 | $6.72M | Buy |
28,742
+26,944
| +1,499% | +$6.3M | 1.75% | 11 |
|
|
2021
Q1 | $381K | Sell |
1,798
-34
| -2% | -$7.21K | 0.15% | 99 |
|
|
2020
Q4 | $401K | Buy |
1,832
+1
| +0.1% | +$219 | 0.18% | 83 |
|
|
2020
Q3 | $366K | Buy |
1,831
+167
| +10% | +$33.4K | 0.2% | 76 |
|
|
2020
Q2 | $317K | Buy |
+1,664
| New | +$317K | 0.19% | 82 |
|
|
2019
Q2 | – | Sell |
-110
| Closed | -$17K | – | 541 |
|
|
2019
Q1 | $17K | Buy |
110
+26
| +31% | +$4.02K | 0.01% | 256 |
|
|
2018
Q4 | $11K | Sell |
84
-898
| -91% | -$118K | 0.01% | 271 |
|
|
2018
Q3 | $147K | Hold |
982
| – | – | 0.12% | 93 |
|
|
2018
Q2 | $130K | Sell |
982
-36
| -4% | -$4.77K | 0.12% | 100 |
|
|
2018
Q1 | $122K | Buy |
1,018
+2
| +0.2% | +$240 | 0.11% | 104 |
|
|
2017
Q4 | $116K | Buy |
+1,016
| New | +$116K | 0.11% | 107 |
|