Marshall Financial Group (Maryland)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
10,514
-1,176
| -10% | -$419K | 0.74% | 24 |
|
|
2025
Q1 | $4.1M | Sell |
11,690
-241
| -2% | -$84.5K | 0.9% | 19 |
|
|
2024
Q4 | $3.77M | Buy |
11,931
+152
| +1% | +$48K | 0.91% | 21 |
|
|
2024
Q3 | $3.24M | Buy |
11,779
+1,588
| +16% | +$437K | 0.77% | 24 |
|
|
2024
Q2 | $2.67M | Buy |
10,191
+192
| +2% | +$50.4K | 0.75% | 27 |
|
|
2024
Q1 | $2.79M | Buy |
9,999
+257
| +3% | +$71.7K | 0.8% | 23 |
|
|
2023
Q4 | $2.54M | Sell |
9,742
-44
| -0.4% | -$11.5K | 0.82% | 26 |
|
|
2023
Q3 | $2.25M | Sell |
9,786
-24
| -0.2% | -$5.52K | 0.81% | 30 |
|
|
2023
Q2 | $2.33M | Sell |
9,810
-14
| -0.1% | -$3.33K | 0.79% | 30 |
|
|
2023
Q1 | $2.21M | Sell |
9,824
-701
| -7% | -$158K | 0.79% | 31 |
|
|
2022
Q4 | $2.19M | Sell |
10,525
-12
| -0.1% | -$2.49K | 0.85% | 33 |
|
|
2022
Q3 | $1.87M | Buy |
10,537
+34
| +0.3% | +$6.04K | 0.79% | 29 |
|
|
2022
Q2 | $2.07M | Buy |
10,503
+937
| +10% | +$184K | 0.83% | 25 |
|
|
2022
Q1 | $2.12M | Sell |
9,566
-99
| -1% | -$22K | 0.87% | 16 |
|
|
2021
Q4 | $2.1M | Buy |
9,665
+2,186
| +29% | +$474K | 0.77% | 23 |
|
|
2021
Q3 | $1.67M | Buy |
7,479
+367
| +5% | +$81.8K | 0.86% | 16 |
|
|
2021
Q2 | $1.66M | Sell |
7,112
-513
| -7% | -$120K | 0.9% | 17 |
|
|
2021
Q1 | $1.61M | Sell |
7,625
-199
| -3% | -$42.1K | 0.96% | 21 |
|
|
2020
Q4 | $1.71M | Buy |
+7,824
| New | +$1.71M | 1.12% | 14 |
|