Mason & Associates (California)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
1,741
-220
| -11% | -$78.1K | 0.14% | 69 |
|
|
2025
Q1 | $687K | Buy |
1,961
+66
| +3% | +$23.1K | 0.17% | 61 |
|
|
2024
Q4 | $599K | Buy |
1,895
+50
| +3% | +$15.8K | 0.14% | 67 |
|
|
2024
Q3 | $507K | Sell |
1,845
-671
| -27% | -$184K | 0.13% | 74 |
|
|
2024
Q2 | $660K | Buy |
2,516
+179
| +8% | +$47K | 0.18% | 54 |
|
|
2024
Q1 | $652K | Buy |
2,337
+151
| +7% | +$42.1K | 0.17% | 54 |
|
|
2023
Q4 | $569K | Buy |
2,186
+106
| +5% | +$27.6K | 0.17% | 49 |
|
|
2023
Q3 | $478K | Buy |
2,080
+673
| +48% | +$155K | 0.15% | 51 |
|
|
2023
Q2 | $334K | Hold |
1,407
| – | – | 0.1% | 63 |
|
|
2023
Q1 | $317K | Buy |
1,407
+400
| +40% | +$90.2K | 0.1% | 65 |
|
|
2022
Q4 | $209K | Buy |
+1,007
| New | +$209K | 0.07% | 74 |
|