MIM
Martin Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
1,300
-100
| -7% | -$35.5K | 0.12% | 41 |
|
|
2025
Q1 | $491K | Hold |
1,400
| – | – | 0.12% | 38 |
|
|
2024
Q4 | $442K | Hold |
1,400
| – | – | 0.12% | 38 |
|
|
2024
Q3 | $385K | Hold |
1,400
| – | – | 0.09% | 45 |
|
|
2024
Q2 | $367K | Hold |
1,400
| – | – | 0.09% | 44 |
|
|
2024
Q1 | $391K | Hold |
1,400
| – | – | 0.1% | 43 |
|
|
2023
Q4 | $364K | Hold |
1,400
| – | – | 0.11% | 41 |
|
|
2023
Q3 | $322K | Sell |
1,400
-16
| -1% | -$3.68K | 0.1% | 45 |
|
|
2023
Q2 | $336K | Hold |
1,416
| – | – | 0.09% | 45 |
|
|
2023
Q1 | $319K | Hold |
1,416
| – | – | 0.09% | 45 |
|
|
2022
Q4 | $294K | Hold |
1,416
| – | – | 0.09% | 42 |
|
|
2022
Q3 | $252K | Hold |
1,416
| – | – | 0.09% | 44 |
|
|
2022
Q2 | $279K | Sell |
1,416
-35
| -2% | -$6.9K | 0.08% | 45 |
|
|
2022
Q1 | $322K | Buy |
1,451
+10
| +0.7% | +$2.22K | 0.08% | 44 |
|
|
2021
Q4 | $312K | Hold |
1,441
| – | – | 0.08% | 48 |
|
|
2021
Q3 | $321K | Hold |
1,441
| – | – | 0.08% | 50 |
|
|
2021
Q2 | $337K | Hold |
1,441
| – | – | 0.09% | 50 |
|
|
2021
Q1 | $305K | Hold |
1,441
| – | – | 0.09% | 48 |
|
|
2020
Q4 | $315K | Hold |
1,441
| – | – | 0.1% | 42 |
|
|
2020
Q3 | $288K | Hold |
1,441
| – | – | 0.1% | 40 |
|
|
2020
Q2 | $278K | Hold |
1,441
| – | – | 0.12% | 41 |
|
|
2020
Q1 | $232K | Sell |
1,441
-20
| -1% | -$3.22K | 0.12% | 39 |
|
|
2019
Q4 | $275K | Buy |
1,461
+20
| +1% | +$3.77K | 0.1% | 41 |
|
|
2019
Q3 | $248K | Hold |
1,441
| – | – | 0.06% | 43 |
|
|
2019
Q2 | $250K | Buy |
1,441
+16
| +1% | +$2.78K | 0.06% | 42 |
|
|
2019
Q1 | $223K | Buy |
+1,425
| New | +$223K | 0.06% | 42 |
|
|
2018
Q4 | – | Sell |
-1,425
| Closed | -$214K | – | 42 |
|
|
2018
Q3 | $214K | Buy |
+1,425
| New | +$214K | 0.06% | 39 |
|