MAM
V icon

Marotta Asset Management’s Visa V Stock Holding History

Marotta Asset Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,535
Closed -$697K – 116
2025
Q1 		$697K Hold
2,535
– – 0.14% 63
2024
Q4 		$797K Hold
2,535
– – 0.17% 58
2024
Q3 		$697K Hold
2,535
– – 0.14% 63
2024
Q2 		$667K Buy
2,535
+29
+1% +$7.95K 0.14% 61
2024
Q1 		$699K Hold
2,506
– – 0.14% 61
2023
Q4 		$652K Sell
2,506
-370
-13% -$91.2K 0.14% 61
2023
Q3 		$662K Buy
2,876
+30
+1% +$7.21K 0.15% 62
2023
Q2 		$676K Buy
+2,846
New +$651K 0.15% 58
2022
Q4 		$591K Buy
2,846
+166
+6% +$33.5K 0.14% 64
2022
Q3 		$476K Sell
2,680
-38
-1% -$7.73K 0.12% 65
2022
Q2 		$541K Sell
2,718
-228
-8% -$47.1K 0.13% 66
2022
Q1 		$653K Sell
2,946
-76
-3% -$16.4K 0.15% 62
2021
Q4 		$655K Buy
3,022
+346
+13% +$74.3K 0.15% 58
2021
Q3 		$596K Hold
2,676
– – 0.14% 58
2021
Q2 		$629K Buy
2,676
+54
+2% +$12.3K 0.15% 59
2021
Q1 		$569K Hold
2,622
– – 0.15% 54
2020
Q4 		$574K Hold
2,622
– – 0.15% 48
2020
Q3 		$524K Hold
2,622
– – 0.16% 49
2020
Q2 		$506K Hold
2,622
– – 0.16% 50
2020
Q1 		$401K Hold
2,622
– – 0.15% 53
2019
Q4 		$527K Buy
+2,622
New +$472K 0.16% 54

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