Marotta Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $697K | Hold |
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|
2024
Q4 | $797K | Hold |
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|
2024
Q3 | $697K | Hold |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $699K | Hold |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $662K | Buy |
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|
2023
Q2 | $676K | Buy |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $596K | Hold |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $569K | Hold |
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|
2020
Q4 | $574K | Hold |
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|
2020
Q3 | $524K | Hold |
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|
2020
Q2 | $506K | Hold |
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|
2020
Q1 | $401K | Hold |
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|
2019
Q4 | $527K | Buy |
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