Maryland Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $93.4K | Buy |
+263
| New | +$93.4K | 0.04% | 107 |
|
2025
Q1 | – | Sell |
-265
| Closed | -$83.8K | – | 259 |
|
2024
Q4 | $83.8K | Hold |
265
| – | – | 0.04% | 104 |
|
2024
Q3 | $72.9K | Sell |
265
-150
| -36% | -$41.2K | 0.04% | 108 |
|
2024
Q2 | $109K | Hold |
415
| – | – | 0.06% | 90 |
|
2024
Q1 | $116K | Buy |
415
+265
| +177% | +$74K | 0.07% | 84 |
|
2023
Q4 | $39.1K | Hold |
150
| – | – | 0.03% | 115 |
|
2023
Q3 | $34.5K | Hold |
150
| – | – | 0.03% | 115 |
|
2023
Q2 | $35.6K | Sell |
150
-50
| -25% | -$11.9K | 0.03% | 117 |
|
2023
Q1 | $45.1K | Hold |
200
| – | – | 0.04% | 109 |
|
2022
Q4 | $41.6K | Hold |
200
| – | – | 0.04% | 109 |
|
2022
Q3 | $36K | Hold |
200
| – | – | 0.04% | 103 |
|
2022
Q2 | $39K | Sell |
200
-53
| -21% | -$10.3K | 0.04% | 103 |
|
2022
Q1 | $56K | Hold |
253
| – | – | 0.05% | 88 |
|
2021
Q4 | $55K | Buy |
+253
| New | +$55K | 0.05% | 90 |
|