Mascoma Wealth 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
Q3 | $533K | Sell |
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|
2025
Q2 | $569K | Hold |
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|
2025
Q1 | $562K | Sell |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $178K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $162K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Sell |
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|
2017
Q2 | $122K | Buy |
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